Private Advisor Group
MTGP icon

Private Advisor Group’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Private Advisor Group’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
2026
Q3 		$1.5M Buy
35,680
+17,607
+97% +$766K 0.01% 1395
2026
Q2 		$798K Sell
18,073
-6,588
-27% -$291K ﹤0.01% 1500
2026
Q1 		$1.09M Buy
24,661
+7,662
+45% +$342K 0.01% 1360
2025
Q4 		$757K Buy
16,999
+1,629
+11% +$72.9K ﹤0.01% 1568
2025
Q3 		$685K Sell
15,370
-963
-6% -$42.6K ﹤0.01% 1599
2025
Q2 		$725K Sell
16,333
-12,484
-43% -$544K ﹤0.01% 1484
2025
Q1 		$1.26M Sell
28,817
-102,119
-78% -$4.44M 0.01% 1132
2024
Q4 		$5.66M Buy
130,936
+3,825
+3% +$168K 0.03% 485
2024
Q3 		$5.73M Sell
127,111
-9,867
-7% -$439K 0.04% 470
2024
Q2 		$5.91M Sell
136,978
-387
-0.3% -$16.6K 0.04% 426
2024
Q1 		$5.96M Buy
137,365
+7,872
+6% +$342K 0.04% 403
2023
Q4 		$5.68M Buy
129,493
+20,490
+19% +$863K 0.04% 385
2023
Q3 		$4.54M Sell
109,003
-108
-0.1% -$4.61K 0.04% 423
2023
Q2 		$4.71M Buy
109,111
+36,856
+51% +$1.62M 0.04% 421
2023
Q1 		$3.18M Sell
72,255
-5,490
-7% -$242K 0.03% 522
2022
Q4 		$3.38M Sell
77,745
-187
-0.2% -$8.12K 0.17% 129
2022
Q3 		$3.4M Buy
77,932
+5,605
+8% +$256K 0.04% 439
2022
Q2 		$3.32M Buy
72,327
+12,734
+21% +$590K 0.03% 546
2022
Q1 		$2.86M Buy
59,593
+4,657
+8% +$229K 0.02% 648
2021
Q4 		$2.76M Sell
54,936
-39,906
-42% -$2.01M 0.02% 680
2021
Q3 		$4.81M Buy
94,842
+47,542
+101% +$2.42M 0.03% 536
2021
Q2 		$2.41M Buy
47,300
+12,131
+34% +$618K 0.02% 697
2021
Q1 		$1.79M Buy
35,169
+1,579
+5% +$80.9K 0.02% 761
2020
Q4 		$1.73M Buy
+33,590
New +$1.73M 0.02% 703

Other funds holding MTGP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
W.H. Cornerstone Investments
W.H. Cornerstone Investments Kingston, Massachusetts $181M AUM 12.35% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Oxinas Partners Wealth Management
Oxinas Partners Wealth Management Jeffersonville, Indiana $278M AUM 20.04% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
WealthPoint Financial
WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Private Advisor Group's MTGP Position: Q3 2026 in Review

Private Advisor Group increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 97% in Q3 2026, buying an estimated $766K and bringing the position to 35,680 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #1395.

Private Advisor Group first reported a position in MTGP in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.96M in Q1 2024. 33 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

  • Private Advisor Group held 35,680 shares of WisdomTree Mortgage Plus Bond Fund worth $1.5M as of Q3 2026.
  • Private Advisor Group bought 17,607 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $766K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.01% of Private Advisor Group's portfolio in Q3 2026, its #1395 holding.
  • Private Advisor Group first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2020 and has held it in 24 quarters since.
  • Private Advisor Group's WisdomTree Mortgage Plus Bond Fund position peaked at $5.96M in Q1 2024.
  • 33 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.