Vestmark Advisory Solutions’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Vestmark Advisory Solutions’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 Q2	$701K	Hold	15,872	–	–	0.01%	1056
2026 Q1	$702K	Buy	15,872 +1,367	+9%	+$61K	0.01%	969
2025 Q4	$646K	Buy	14,505 +75	+0.5%	+$3.36K	0.01%	923
2025 Q3	$643K	Sell	14,430 -5,018	-26%	-$222K	0.01%	633
2025 Q2	$864K	Buy	19,448 +11,952	+159%	+$521K	0.01%	519
2025 Q1	$329K	Buy	+7,496	New	+$326K	0.01%	575

Other funds holding MTGP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

VPW

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vestmark Advisory Solutions's MTGP Position: Q2 2026 in Review

Vestmark Advisory Solutions held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 15,872 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #1056.

Vestmark Advisory Solutions first reported a position in MTGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $864K in Q2 2025. 44 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Vestmark Advisory Solutions held 15,872 shares of WisdomTree Mortgage Plus Bond Fund worth $701K as of Q2 2026.
Vestmark Advisory Solutions left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
WisdomTree Mortgage Plus Bond Fund made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1056 holding.
Vestmark Advisory Solutions first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and has held it in 6 quarters since.
Vestmark Advisory Solutions's WisdomTree Mortgage Plus Bond Fund position peaked at $864K in Q2 2025.
44 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.