REAP Financial Group’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

REAP Financial Group’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	$190K	Sell	4,296 -1,805	-30%	-$79.7K	0.03%	142
2026 Q1	$270K	Sell	6,101 -998	-14%	-$44.5K	0.05%	104
2025 Q4	$316K	Sell	7,099 -14	-0.2%	-$627	0.06%	99
2025 Q3	$317K	Sell	7,113 -3	-0%	-$133	0.07%	92
2025 Q2	$316K	Sell	7,116 -349	-5%	-$15.2K	0.07%	92
2025 Q1	$327K	Sell	7,465 -629	-8%	-$27.3K	0.08%	88
2024 Q4	$350K	Sell	8,094 -764	-9%	-$33.6K	0.09%	89
2024 Q3	$399K	Buy	8,858 +2,094	+31%	+$93.1K	0.1%	84
2024 Q2	$292K	Sell	6,764 -605	-8%	-$25.9K	0.08%	101
2024 Q1	$320K	Sell	7,369 -144	-2%	-$6.26K	0.09%	99
2023 Q4	$330K	Buy	+7,513	New	+$316K	0.1%	101

Other funds holding MTGP

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

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

WealthPoint Financial Cramerton, North Carolina $137M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

REAP Financial Group's MTGP Position: Q2 2026 in Review

REAP Financial Group reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 30% in Q2 2026, selling an estimated $79.7K and leaving 4,296 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #142.

REAP Financial Group first reported a position in MTGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $399K in Q3 2024. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

REAP Financial Group held 4,296 shares of WisdomTree Mortgage Plus Bond Fund worth $190K as of Q2 2026.
REAP Financial Group sold 1,805 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $79.7K.
WisdomTree Mortgage Plus Bond Fund made up 0.03% of REAP Financial Group's portfolio in Q2 2026, its #142 holding.
REAP Financial Group first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 11 quarters since.
REAP Financial Group's WisdomTree Mortgage Plus Bond Fund position peaked at $399K in Q3 2024.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.