SA
MTGP icon

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

Stewardship Advisors’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
2022
Q3 		– Sell
-11,497
Closed -$527K – 45
2022
Q2 		$527K Buy
11,497
+405
+4% +$18.8K 0.22% 36
2022
Q1 		$531K Buy
+11,092
New +$545K 0.2% 37

Other funds holding MTGP

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Stewardship Advisors's MTGP Position: Q3 2022 in Review

Stewardship Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2022, closing a stake of 11,497 shares — an estimated $527K sold.

Stewardship Advisors first reported a position in MTGP in Q1 2022 and held it in 2 quarters. The position peaked at $531K in Q1 2022. 16 funds tracked by Wall St. Rank hold MTGP as of Q3 2022.

  • Stewardship Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Stewardship Advisors sold 11,497 WisdomTree Mortgage Plus Bond Fund shares in Q3 2022, an estimated $527K.
  • Stewardship Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2022 and held it in 2 quarters.
  • Stewardship Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $531K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2022.

Based on Stewardship Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.