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Transce3nd’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Transce3nd’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
2025
Q3 		– Sell
-108
Closed -$4.8K – 776
2025
Q2 		$4.8K Sell
108
-113
-51% -$4.93K ﹤0.01% 752
2025
Q1 		$9.69K Sell
221
-363
-62% -$15.8K ﹤0.01% 568
2024
Q4 		$25.2K Buy
+584
New +$25.7K 0.01% 503

Other funds holding MTGP

IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Transce3nd's MTGP Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2025, closing a stake of 108 shares — an estimated $4.8K sold.

Transce3nd first reported a position in MTGP in Q4 2024 and held it in 3 quarters. The position peaked at $25.2K in Q4 2024. 36 funds tracked by Wall St. Rank hold MTGP as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 108 WisdomTree Mortgage Plus Bond Fund shares in Q3 2025, an estimated $4.8K.
  • Transce3nd first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree Mortgage Plus Bond Fund position peaked at $25.2K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.