SAM
Smartleaf Asset Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535 | Sell |
12
-13,522
| -100% | -$603K | ﹤0.01% | 2572 |
|
|
2025
Q1 | $592K | Sell |
13,534
-107,439
| -89% | -$4.7M | 0.06% | 321 |
|
|
2024
Q4 | $5.22M | Buy |
120,973
+3,728
| +3% | +$161K | 0.53% | 30 |
|
|
2024
Q3 | $5.3M | Sell |
117,245
-5,025
| -4% | -$227K | 0.64% | 24 |
|
|
2024
Q2 | $5.3M | Buy |
122,270
+532
| +0.4% | +$23.1K | 0.87% | 17 |
|
|
2024
Q1 | $5.3M | Buy |
121,738
+10,229
| +9% | +$445K | 1.02% | 15 |
|
|
2023
Q4 | $4.9M | Buy |
+111,509
| New | +$4.9M | 1.31% | 8 |
|