Town Capital
MTGP icon

Town Capital’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Town Capital’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
2026
Q1 		– Sell
-5,665
Closed -$252K – 84
2025
Q4 		$252K Buy
+5,665
New +$254K 0.21% 75

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Atria Investments
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Mariner
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NBC Securities
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Oxinas Partners Wealth Management
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RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
WealthPoint Financial
WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Town Capital's MTGP Position: Q1 2026 in Review

Town Capital sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026, closing a stake of 5,665 shares — an estimated $252K sold.

Town Capital first reported a position in MTGP in Q4 2025 and held it in 1 quarter. The position peaked at $252K in Q4 2025. 46 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Town Capital reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Town Capital sold 5,665 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $252K.
  • Town Capital first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2025 and held it in 1 quarter.
  • Town Capital's WisdomTree Mortgage Plus Bond Fund position peaked at $252K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Town Capital's 13F filing for Q1 2026, filed 4 Jun 2026.