Smartleaf Asset Management
MTGP icon

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
Q2 		$230 Hold
5
– – ﹤0.01% 3288
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NBC Securities
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
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smartleaf Asset Management's MTGP Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 5 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

Smartleaf Asset Management first reported a position in MTGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.3M in Q2 2024. 44 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Smartleaf Asset Management held 5 shares of WisdomTree Mortgage Plus Bond Fund worth $230 as of Q2 2026.
  • Smartleaf Asset Management left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3288 holding.
  • Smartleaf Asset Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's WisdomTree Mortgage Plus Bond Fund position peaked at $5.3M in Q2 2024.
  • 44 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.