RFG Advisory’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.93M | Buy |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $2.18M | Sell |
|
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.86M | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $999K | Buy |
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|
2023
Q2 | $989K | Buy |
|
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|
2023
Q1 | $936K | Sell |
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|
2022
Q4 | $960K | Sell |
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|
2022
Q3 | $985K | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.13M | Buy |
|