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Wisdomtree Mortgage Plus Bond Fund etf shares owned by IHT Wealth Management

Quarter-by-quarter ownership of Wisdomtree Mortgage Plus Bond Fund etf (MTGP) shares owned by IHT Wealth Management from 13F filings

Historical chart of IHT Wealth Management 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 IHT Wealth Management 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 145k 43.41
2023-12-31 $6.0M 138k 43.89

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Invesco Qqq Unit Ser 1 (QQQ)
Wisdomtree Floating Floatng Rat Trea (USFR)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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SPDR S&P Tr Unit (SPY)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
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Spdr Portfolio Prtflo S&p500 Gw (SPYG)
Ishares Core Core S&p500 Etf (IVV)

View all positions for IHT Wealth Management

Top funds holding Wisdomtree Mortgage Plus Bond Fund etf

Private Advisor
Invenio Wealth Partners
Smartleaf Asset Management
Atria Investments
Jane Street
Insight Advisors, LLC/ PA
RFG Advisory
Oxinas Partners Wealth Management
Nbc Securities
Envestnet Asset Management
Mariner Wealth Advisors
Citadel Advisors
Baldwin Brothers
Harbour Investments
LPL Financial

View all funds holding Wisdomtree Mortgage Plus Bond Fund etf