Wealthcare Advisory Partners
MTGP icon

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
Q3 		$280K Buy
6,676
+34
+0.5% +$1.48K ﹤0.01% 926
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

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W.H. Cornerstone Investments
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NBC Securities
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Oxinas Partners Wealth Management
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RFG Advisory
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WealthPoint Financial
WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wealthcare Advisory Partners's MTGP Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 0.51% in Q3 2026, buying an estimated $1.48K and bringing the position to 6,676 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Wealthcare Advisory Partners first reported a position in MTGP in Q3 2025 and has held it in 5 quarters since. The position peaked at $349K in Q4 2025. 38 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

  • Wealthcare Advisory Partners held 6,676 shares of WisdomTree Mortgage Plus Bond Fund worth $280K as of Q3 2026.
  • Wealthcare Advisory Partners bought 34 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $1.48K.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #926 holding.
  • Wealthcare Advisory Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2025 and has held it in 5 quarters since.
  • Wealthcare Advisory Partners's WisdomTree Mortgage Plus Bond Fund position peaked at $349K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.