UBS Group
MTGP icon

UBS Group’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

UBS Group’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 		$24.8K Buy
+561
New +$25K ﹤0.01% 7797
2025
Q3 		– Sell
-167
Closed -$7.42K – 10716
2025
Q2 		$7.42K Buy
+167
New +$7.28K ﹤0.01% 9015
2025
Q1 		– Sell
-177
Closed -$7.65K – 10550
2024
Q4 		$7.65K Buy
177
+129
+269% +$5.67K ﹤0.01% 8463
2024
Q3 		$2.16K Sell
48
-431
-90% -$19.2K ﹤0.01% 8485
2024
Q2 		$20.7K Buy
+479
New +$20.5K ﹤0.01% 7282
2023
Q2 		– Sell
-1,498
Closed -$66K – 9386
2023
Q1 		$66K Buy
1,498
+96
+7% +$4.23K ﹤0.01% 6237
2022
Q4 		$61K Buy
1,402
+744
+113% +$32.3K ﹤0.01% 6573
2022
Q3 		$29K Sell
658
-280
-30% -$12.8K ﹤0.01% 6922
2022
Q2 		$43K Sell
938
-209
-18% -$9.69K ﹤0.01% 6038
2022
Q1 		$55K Buy
1,147
+718
+167% +$35.3K ﹤0.01% 6402
2021
Q4 		$22K Buy
429
+206
+92% +$10.4K ﹤0.01% 7730
2021
Q3 		$11K Buy
+223
New +$11.4K ﹤0.01% 7892
2021
Q2 		– Sell
-1,683
Closed -$85K – 9648
2021
Q1 		$85K Buy
+1,683
New +$86.2K ﹤0.01% 6091
2020
Q2 		– Sell
-57
Closed -$3K – 8201
2020
Q1 		$3K Buy
+57
New +$2.89K ﹤0.01% 7501

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $111M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
WF
WealthPoint Financial Cramerton, North Carolina $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's MTGP Position: Q1 2026 in Review

UBS Group opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026: 561 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #7797 among its holdings. This is a return to the name: UBS Group previously reported a position in MTGP as recently as Q2 2025.

UBS Group first reported a position in MTGP in Q1 2020 and has held it in 14 quarters since. The position peaked at $85K in Q1 2021. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • UBS Group held 561 shares of WisdomTree Mortgage Plus Bond Fund worth $24.8K as of Q1 2026.
  • WisdomTree Mortgage Plus Bond Fund was a new UBS Group position in Q1 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7797 holding.
  • UBS Group first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2020 and has held it in 14 quarters since.
  • UBS Group's WisdomTree Mortgage Plus Bond Fund position peaked at $85K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.