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

Professional Financial 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
2022
Q4 		– Sell
-625
Closed -$27K – 318
2022
Q3 		$27K Hold
625
– – 0.02% 193
2022
Q2 		$29K Hold
625
– – 0.02% 189
2022
Q1 		$30K Hold
625
– – 0.01% 192
2021
Q4 		$31K Buy
+625
New +$31.6K 0.01% 212

Other funds holding MTGP

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
MLA
My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return

Professional Financial Advisors's MTGP Position: Q4 2022 in Review

Professional Financial Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q4 2022, closing a stake of 625 shares — an estimated $27K sold.

Professional Financial Advisors first reported a position in MTGP in Q4 2021 and held it in 4 quarters. The position peaked at $31K in Q4 2021. 17 funds tracked by Wall St. Rank hold MTGP as of Q4 2022.

  • Professional Financial Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 625 WisdomTree Mortgage Plus Bond Fund shares in Q4 2022, an estimated $27K.
  • Professional Financial Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $31K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.