DHJJ Financial Advisors »

Wisdomtree Mortgage Plus Bond Fund etf shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial 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 DHJJ Financial 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $980 22 44.59
2025-06-30 $977 22 44.45
2025-03-31 $964 22 43.86
2024-12-31 $951 22 43.23
2024-09-30 $991 22 45.09

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)

View all positions for DHJJ Financial 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