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Wisdomtree Mortgage Plus Bond Fund etf shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Wisdomtree Mortgage Plus Bond Fund etf (MTGP) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$390k	8.8k	44.56
2025-06-30	$478k	11k	44.41
2025-03-31	$645k	15k	43.83
2024-12-31	$423k	9.8k	43.20
2024-09-30	$288k	6.4k	45.08

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View all funds holding Wisdomtree Mortgage Plus Bond Fund etf

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