Wealthcare Advisory Partners’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Wealthcare Advisory Partners’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	$293K	Sell	6,642 -1,108	-14%	-$48.9K	0.01%	889
2026 Q1	$343K	Sell	7,750 -87	-1%	-$3.88K	0.01%	824
2025 Q4	$349K	Buy	7,837 +1,108	+16%	+$49.6K	0.01%	814
2025 Q3	$300K	Buy	+6,729	New	+$297K	0.01%	854

Other funds holding MTGP

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealthcare Advisory Partners's MTGP Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 14% in Q2 2026, selling an estimated $48.9K and leaving 6,642 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #889.

Wealthcare Advisory Partners first reported a position in MTGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $349K in Q4 2025. 5 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Wealthcare Advisory Partners held 6,642 shares of WisdomTree Mortgage Plus Bond Fund worth $293K as of Q2 2026.
Wealthcare Advisory Partners sold 1,108 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $48.9K.
WisdomTree Mortgage Plus Bond Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #889 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2025 and has held it in 4 quarters since.
Wealthcare Advisory Partners's WisdomTree Mortgage Plus Bond Fund position peaked at $349K in Q4 2025.
5 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.