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Park Avenue Securities’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Park Avenue Securities’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
2025
Q1 		– Sell
-8,724
Closed -$377K – 1401
2024
Q4 		$377K Buy
+8,724
New +$384K ﹤0.01% 1192

Other funds holding MTGP

IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Park Avenue Securities's MTGP Position: Q1 2025 in Review

Park Avenue Securities sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2025, closing a stake of 8,724 shares — an estimated $377K sold.

Park Avenue Securities first reported a position in MTGP in Q4 2024 and held it in 1 quarter. The position peaked at $377K in Q4 2024. 39 funds tracked by Wall St. Rank hold MTGP as of Q1 2025.

  • Park Avenue Securities reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Park Avenue Securities sold 8,724 WisdomTree Mortgage Plus Bond Fund shares in Q1 2025, an estimated $377K.
  • Park Avenue Securities first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2024 and held it in 1 quarter.
  • Park Avenue Securities's WisdomTree Mortgage Plus Bond Fund position peaked at $377K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2025.

Based on Park Avenue Securities's 13F filing for Q1 2025, filed 14 Apr 2025.