Patriot Financial Group Insurance Agency’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-868	Closed	-$40K	–	1365
2022 Q2	$40K	Sell	868 -766	-47%	-$35.5K	0.01%	798
2022 Q1	$78K	Sell	1,634 -900	-36%	-$44.2K	0.01%	653
2021 Q4	$127K	Sell	2,534 -332	-12%	-$16.8K	0.02%	582
2021 Q3	$145K	Sell	2,866 -32	-1%	-$1.63K	0.03%	537
2021 Q2	$147K	Sell	2,898 -3,896	-57%	-$198K	0.03%	506
2021 Q1	$345K	Sell	6,794 -5,429	-44%	-$278K	0.08%	262
2020 Q4	$628K	Sell	12,223 -645	-5%	-$33.3K	0.16%	142
2020 Q3	$666K	Buy	12,868 +1,634	+15%	+$84.3K	0.22%	103
2020 Q2	$576K	Buy	11,234 +2,679	+31%	+$136K	0.22%	103
2020 Q1	$428K	Buy	8,555 +8,497	+14,650%	+$430K	0.2%	107
2019 Q4	$3K	Buy	+58	New	+$2.92K	﹤0.01%	1053

Other funds holding MTGP

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MTGP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2022, closing a stake of 868 shares — an estimated $40K sold.

Patriot Financial Group Insurance Agency first reported a position in MTGP in Q4 2019 and held it in 11 quarters. The position peaked at $666K in Q3 2020. 16 funds tracked by Wall St. Rank hold MTGP as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 868 WisdomTree Mortgage Plus Bond Fund shares in Q3 2022, an estimated $40K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Mortgage Plus Bond Fund position peaked at $666K in Q3 2020.
16 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.