HNH
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Hopwood Nicholas Hunter’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Hopwood Nicholas Hunter’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
Q1 		$248K Buy
5,622
+428
+8% +$19.1K 0.08% 109
2025
Q4 		$231K Buy
+5,194
New +$232K 0.08% 118

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hopwood Nicholas Hunter's MTGP Position: Q1 2026 in Review

Hopwood Nicholas Hunter increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 8.2% in Q1 2026, buying an estimated $19.1K and bringing the position to 5,622 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #109.

Hopwood Nicholas Hunter first reported a position in MTGP in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Hopwood Nicholas Hunter held 5,622 shares of WisdomTree Mortgage Plus Bond Fund worth $248K as of Q1 2026.
  • Hopwood Nicholas Hunter bought 428 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $19.1K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.08% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #109 holding.
  • Hopwood Nicholas Hunter first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.