Raymond James Financial

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 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

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $111M AUM

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $119M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return