Parallel Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Parallel Advisors’s Portfolio MTGP Stock Details MTGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-191	Closed	-$9K	–	2609
2020 Q1	$9K	Buy	+191	New	+$9.68K	﹤0.01%	1662

Other funds holding MTGP

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Parallel Advisors's MTGP Position: Q2 2020 in Review

Parallel Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2020, closing a stake of 191 shares — an estimated $9K sold.

Parallel Advisors first reported a position in MTGP in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 7 funds tracked by Wall St. Rank hold MTGP as of Q2 2020.

Parallel Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2020 after selling out during the quarter.
Parallel Advisors sold 191 WisdomTree Mortgage Plus Bond Fund shares in Q2 2020, an estimated $9K.
Parallel Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2020 and held it in 1 quarter.
Parallel Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $9K in Q1 2020.
7 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2020.

Based on Parallel Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.