Number of Shares
13,534.00
Current Holdings Value*
$592,320.00
% of Portfolio
0.06%
Total Estimate Gain
$157,642.38
% of Total Estimate Gain
2.96%

Smartleaf Asset Management LLC's WisdomTree Mortgage Plus Bond Fund Holding Summary

As of 2025-03-31, Smartleaf Asset Management LLC held 13,534.00 shares of WisdomTree Mortgage Plus Bond Fund(MTGP), totaling $592,320.00. This investment constitutes 0.06% of their stock portfolio, and Smartleaf Asset Management LLC now holds 0.97% of the outstanding WisdomTree Mortgage Plus Bond Fund(MTGP) stock.

The initial trade took place in 2023Q4. And since then Smartleaf Asset Management LLC has made 3 purchases of MTGP, at an average price of $42.28, for a total of 125,998.00 shares. In addition, there have been 2 sales at an average price of $43.51 for 112,464.00 shares. Based on historical transaction data and MTGP's current price of $43.72, Smartleaf Asset Management LLC's estimated gain on his MTGP holdings is $157,642.38, reflecting a 2.96% gain to date.

Smartleaf Asset Management LLC MTGP ($43.72) Holding Chart

Smartleaf Asset Management LLC MTGP ($43.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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