Walkner Condon Financial Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Walkner Condon Financial Advisors’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
2025 Q2	–	Sell	-4,625	Closed	-$203K	–	282
2025 Q1	$203K	Sell	4,625 -146	-3%	-$6.34K	0.04%	260
2024 Q4	$206K	Buy	4,771 +21	+0.4%	+$923	0.04%	267
2024 Q3	$214K	Sell	4,750 -525	-10%	-$23.3K	0.04%	257
2024 Q2	$228K	Buy	5,275 +322	+7%	+$13.8K	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

Other funds holding MTGP

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DFP

Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return

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

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Walkner Condon Financial Advisors's MTGP Position: Q2 2025 in Review

Walkner Condon Financial Advisors sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2025, closing a stake of 4,625 shares — an estimated $203K sold.

Walkner Condon Financial Advisors first reported a position in MTGP in Q4 2022 and held it in 6 quarters. The position peaked at $235K in Q4 2022. 37 funds tracked by Wall St. Rank hold MTGP as of Q2 2025.

Walkner Condon Financial Advisors reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 4,625 WisdomTree Mortgage Plus Bond Fund shares in Q2 2025, an estimated $203K.
Walkner Condon Financial Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2022 and held it in 6 quarters.
Walkner Condon Financial Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $235K in Q4 2022.
37 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.