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MTGP icon

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

TRUADVICE’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
Q3 		$2.57M Buy
61,902
+54,047
+688% +$2.31M 1.01% 25
2023
Q2 		$336K Sell
7,855
-3
-0% -$132 0.12% 165
2023
Q1 		$347K Buy
7,858
+391
+5% +$17.2K 0.14% 157
2022
Q4 		$332K Sell
7,467
-324
-4% -$14.1K 0.17% 115
2022
Q3 		$332K Sell
7,791
-468
-6% -$21.4K 0.19% 99
2022
Q2 		$387K Buy
8,259
+152
+2% +$7.05K 0.2% 95
2022
Q1 		$375K Sell
8,107
-896
-10% -$44K 0.21% 91
2021
Q4 		$444K Buy
9,003
+583
+7% +$29.4K 0.42% 69
2021
Q3 		$427K Sell
8,420
-10,200
-55% -$520K 0.39% 71
2021
Q2 		$950K Buy
18,620
+2,369
+15% +$121K 0.21% 109
2021
Q1 		$827K Sell
16,251
-6,638
-29% -$340K 0.24% 89
2020
Q4 		$1.18M Buy
22,889
+3,296
+17% +$170K 0.36% 69
2020
Q3 		$1.01M Buy
+19,593
New +$1.01M 0.41% 61

Other funds holding MTGP

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MLA
My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return

TRUADVICE's MTGP Position: Q3 2023 in Review

TRUADVICE increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 688% in Q3 2023, buying an estimated $2.31M and bringing the position to 61,902 shares worth $2.57M. The position accounts for 1.01% of the portfolio, ranked #25.

TRUADVICE first reported a position in MTGP in Q3 2020 and has held it in 13 quarters since. 18 funds tracked by Wall St. Rank hold MTGP as of Q3 2023.

  • TRUADVICE held 61,902 shares of WisdomTree Mortgage Plus Bond Fund worth $2.57M as of Q3 2023.
  • TRUADVICE bought 54,047 WisdomTree Mortgage Plus Bond Fund shares in Q3 2023, an estimated $2.31M.
  • WisdomTree Mortgage Plus Bond Fund made up 1.01% of TRUADVICE's portfolio in Q3 2023, its #25 holding.
  • TRUADVICE first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2020 and has held it in 13 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.