TWM
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Trinity Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Trinity 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
2023
Q2 		– Sell
-8,107
Closed -$357K – 45
2023
Q1 		$357K Buy
+8,107
New +$357K 0.23% 33

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RA
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KIA
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Citadel Advisors
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Susquehanna International Group
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MLA
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T
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Trinity Wealth Management's MTGP Position: Q2 2023 in Review

Trinity Wealth Management sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2023, closing a stake of 8,107 shares — an estimated $357K sold.

Trinity Wealth Management first reported a position in MTGP in Q1 2023 and held it in 1 quarter. The position peaked at $357K in Q1 2023. 17 funds tracked by Wall St. Rank hold MTGP as of Q2 2023.

  • Trinity Wealth Management reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Trinity Wealth Management sold 8,107 WisdomTree Mortgage Plus Bond Fund shares in Q2 2023, an estimated $357K.
  • Trinity Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2023 and held it in 1 quarter.
  • Trinity Wealth Management's WisdomTree Mortgage Plus Bond Fund position peaked at $357K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2023.

Based on Trinity Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.