Concurrent Investment Advisors »

Wisdomtree Mortgage Plus Bond Fund etf shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Mortgage Plus Bond Fund etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 26k 44.55
2025-06-30 $1.4M 32k 44.41
2025-03-31 $1.1M 25k 43.82

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding Wisdomtree Mortgage Plus Bond Fund etf

Invenio Wealth Partners
IHT Wealth Management
Atria Investments
LPL Financial
Insight Advisors, LLC/ PA
Defined Financial Planning
Nbc Securities
Oxinas Partners Wealth Management
RFG Advisory
Jane Street
Raymond James Financial
Concurrent Investment Advisors
Harbour Investments
Cetera Investment Advisers
Private Advisor

View all funds holding Wisdomtree Mortgage Plus Bond Fund etf