Stewardship Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,497
Closed -$527K 45
2022
Q2
$527K Buy
11,497
+405
+4% +$18.6K 0.22% 36
2022
Q1
$531K Buy
+11,092
New +$531K 0.2% 37