Walkner Condon Financial Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,625
| Closed | -$203K | – | 282 |
|
|
2025
Q1 | $203K | Sell |
4,625
-146
| -3% | -$6.4K | 0.04% | 260 |
|
|
2024
Q4 | $206K | Buy |
4,771
+21
| +0.4% | +$907 | 0.04% | 267 |
|
|
2024
Q3 | $214K | Sell |
4,750
-525
| -10% | -$23.7K | 0.04% | 257 |
|
|
2024
Q2 | $228K | Buy |
5,275
+322
| +7% | +$13.9K | 0.05% | 231 |
|
|
2024
Q1 | $215K | Buy |
+4,953
| New | +$215K | 0.05% | 255 |
|
|
2023
Q1 | – | Sell |
-5,403
| Closed | -$235K | – | 243 |
|
|
2022
Q4 | $235K | Buy |
+5,403
| New | +$235K | 0.07% | 201 |
|