Raymond James Financial
MTGP icon

Raymond James Financial’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Raymond James Financial’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 		$1.71M Buy
38,611
+459
+1% +$20.3K ﹤0.01% 3608
2026
Q1 		$1.69M Buy
38,152
+6,455
+20% +$288K ﹤0.01% 3475
2025
Q4 		$1.41M Buy
31,697
+3,660
+13% +$164K ﹤0.01% 3543
2025
Q3 		$1.25M Buy
28,037
+5,037
+22% +$223K ﹤0.01% 3538
2025
Q2 		$1.02M Buy
23,000
+1,903
+9% +$83K ﹤0.01% 3574
2025
Q1 		$925K Buy
+21,097
New +$917K ﹤0.01% 3553

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Raymond James Financial's MTGP Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 1.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 38,611 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3608.

Raymond James Financial first reported a position in MTGP in Q1 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Raymond James Financial held 38,611 shares of WisdomTree Mortgage Plus Bond Fund worth $1.71M as of Q2 2026.
  • Raymond James Financial bought 459 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $20.3K.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3608 holding.
  • Raymond James Financial first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.