RWB
MTGP icon

RMR Wealth Builders’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-266
Closed -$14K – 492
2021
Q1 		$14K Buy
+266
New +$13.6K ﹤0.01% 562

Other funds holding MTGP

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JFS
JD Financial Services Carlisle, Pennsylvania $121M AUM 12.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RMR Wealth Builders's MTGP Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2021, closing a stake of 266 shares — an estimated $14K sold.

RMR Wealth Builders first reported a position in MTGP in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 11 funds tracked by Wall St. Rank hold MTGP as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 266 WisdomTree Mortgage Plus Bond Fund shares in Q2 2021, an estimated $14K.
  • RMR Wealth Builders first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree Mortgage Plus Bond Fund position peaked at $14K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.