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

PSI 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
2026
Q2 		$317K Sell
7,181
-1,691
-19% -$74.7K 0.07% 116
2026
Q1 		$392K Buy
+8,872
New +$396K 0.09% 104
2025
Q2 		– Sell
-1,858
Closed -$81.4K – 463
2025
Q1 		$81.4K Buy
+1,858
New +$80.7K 0.03% 183

Other funds holding MTGP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSI Advisors's MTGP Position: Q2 2026 in Review

PSI Advisors reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 19% in Q2 2026, selling an estimated $74.7K and leaving 7,181 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #116.

PSI Advisors first reported a position in MTGP in Q1 2025 and has held it in 3 quarters since. The position peaked at $392K in Q1 2026. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • PSI Advisors held 7,181 shares of WisdomTree Mortgage Plus Bond Fund worth $317K as of Q2 2026.
  • PSI Advisors sold 1,691 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $74.7K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.07% of PSI Advisors's portfolio in Q2 2026, its #116 holding.
  • PSI Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and has held it in 3 quarters since.
  • PSI Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $392K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.