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Invenio Wealth Partners »

Wisdomtree Mortgage Plus Bond Fund etf shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$5.2M	120k	43.13
2024-03-31	$4.6M	105k	43.41
2023-12-31	$2.9M	67k	43.89
2023-09-30	$637k	15k	41.67

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)

Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)

Wisdomtree U.s. Midcap Dividend Fund Etf (DON)

Jpmorgan Municipal Etf Etf (JMUB)

Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)

Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)

Schwab U.s. Large-cap Growth Etf Etf (SCHG)

Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)

Wisdomtree Managed Futures Strategy Fund Etf (WTMF)

Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)

Spdr S&p 500 Etf Trust Etf (SPY)

Wisdomtree U.s. Smallcap Fund Etf (EES)

Ishares National Muni Bond Etf Etf (MUB)

Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

Top funds holding Wisdomtree Mortgage Plus Bond Fund etf

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Insight Advisors, LLC/ PA

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View all funds holding Wisdomtree Mortgage Plus Bond Fund etf

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