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Team Financial Group’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Team Financial Group’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
2024
Q1 		– Sell
-3,839
Closed -$168K – 147
2023
Q4 		$168K Sell
3,839
-685
-15% -$28.8K 0.12% 36
2023
Q3 		$189K Buy
+4,524
New +$193K 0.16% 31

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Team Financial Group's MTGP Position: Q1 2024 in Review

Team Financial Group sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2024, closing a stake of 3,839 shares — an estimated $168K sold.

Team Financial Group first reported a position in MTGP in Q3 2023 and held it in 2 quarters. The position peaked at $189K in Q3 2023. 27 funds tracked by Wall St. Rank hold MTGP as of Q1 2024.

  • Team Financial Group reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 3,839 WisdomTree Mortgage Plus Bond Fund shares in Q1 2024, an estimated $168K.
  • Team Financial Group first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2023 and held it in 2 quarters.
  • Team Financial Group's WisdomTree Mortgage Plus Bond Fund position peaked at $189K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.