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Wisdomtree Mortgage Plus Bond Fund etf shares owned by My Legacy Advisors

Quarter-by-quarter ownership of Wisdomtree Mortgage Plus Bond Fund etf (MTGP) shares owned by My Legacy Advisors from 13F filings

Historical chart of My Legacy Advisors investment in Wisdomtree Mortgage Plus Bond Fund etf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Mortgage Plus Bond Fund etf held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Mortgage Plus Bond Fund etf by My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $633k 14k 43.80
2023-09-30 $385k 9.5k 40.59
2023-06-30 $363k 8.3k 43.62
2023-03-31 $323k 7.3k 44.48
2022-12-31 $244k 5.5k 44.73

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Top funds holding Wisdomtree Mortgage Plus Bond Fund etf

Private Advisor
Smartleaf Asset Management
Invenio Wealth Partners
Jane Street
LPL Financial
Atria Investments
RFG Advisory
Envestnet Asset Management
Insight Advisors, LLC/ PA
Nbc Securities
Klr Investment Advisors
Jpmorgan Chase & Co
Bank Of Montreal
My Legacy Advisors
Oxinas Partners Wealth Management

View all funds holding Wisdomtree Mortgage Plus Bond Fund etf