Smartleaf Asset Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Smartleaf Asset Management’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	$229	Hold	5	–	–	﹤0.01%	3321
2025 Q4	$232	Hold	5	–	–	﹤0.01%	3349
2025 Q3	$231	Sell	5 -7	-58%	-$309	﹤0.01%	2935
2025 Q2	$535	Sell	12 -13,522	-100%	-$590K	﹤0.01%	2572
2025 Q1	$592K	Sell	13,534 -107,439	-89%	-$4.67M	0.06%	321
2024 Q4	$5.22M	Buy	120,973 +3,728	+3%	+$164K	0.53%	30
2024 Q3	$5.3M	Sell	117,245 -5,025	-4%	-$223K	0.64%	24
2024 Q2	$5.3M	Buy	122,270 +532	+0.4%	+$22.8K	0.87%	17
2024 Q1	$5.3M	Buy	121,738 +10,229	+9%	+$444K	1.02%	15
2023 Q4	$4.9M	Buy	+111,509	New	+$4.7M	1.31%	8

Other funds holding MTGP

IWM

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

VPW

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

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 $119M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Smartleaf Asset Management's MTGP Position: Q1 2026 in Review

Smartleaf Asset Management held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q1 2026 at 5 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Smartleaf Asset Management first reported a position in MTGP in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.3M in Q2 2024. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

Smartleaf Asset Management held 5 shares of WisdomTree Mortgage Plus Bond Fund worth $229 as of Q1 2026.
Smartleaf Asset Management left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q1 2026.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3321 holding.
Smartleaf Asset Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's WisdomTree Mortgage Plus Bond Fund position peaked at $5.3M in Q2 2024.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.