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Wisdomtree Mortgage Plus Bond Fund etf shares owned by Defined Financial Planning

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

Historical chart of Defined Financial Planning 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 Defined Financial Planning 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 Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 85k 44.67
2025-06-30 $3.0M 69k 43.53
2025-03-31 $2.9M 66k 43.98
2024-12-31 $2.7M 63k 43.20

More positions owned by Defined Financial Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

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