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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NS
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 45 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.
  • 45 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.