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Total Clarity Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-26
Closed -$1K – 699
2022
Q2 		$1K Buy
+26
New +$1.21K ﹤0.01% 978

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

Total Clarity Wealth Management's MTGP Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in MTGP in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 16 funds tracked by Wall St. Rank hold MTGP as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 26 WisdomTree Mortgage Plus Bond Fund shares in Q3 2022, an estimated $1K.
  • Total Clarity Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's WisdomTree Mortgage Plus Bond Fund position peaked at $1K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.