SFS
MTGP icon

Sowell Financial Services’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Sowell Financial Services’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
-7,141
Closed -$364K – 1908
2021
Q1 		$364K Buy
7,141
+683
+11% +$35K 0.01% 764
2020
Q4 		$332K Buy
6,458
+615
+11% +$31.7K 0.01% 658
2020
Q3 		$302K Buy
5,843
+262
+5% +$13.5K 0.02% 613
2020
Q2 		$286K Buy
5,581
+157
+3% +$7.97K 0.02% 611
2020
Q1 		$271K Buy
+5,424
New +$275K 0.02% 574

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

Sowell Financial Services's MTGP Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2021, closing a stake of 7,141 shares — an estimated $364K sold.

Sowell Financial Services first reported a position in MTGP in Q1 2020 and held it in 5 quarters. The position peaked at $364K in Q1 2021. 11 funds tracked by Wall St. Rank hold MTGP as of Q2 2021.

  • Sowell Financial Services reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 7,141 WisdomTree Mortgage Plus Bond Fund shares in Q2 2021, an estimated $364K.
  • Sowell Financial Services first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's WisdomTree Mortgage Plus Bond Fund position peaked at $364K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.