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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
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)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)
Apple Stock (AAPL)
Jpmorgan Municipal Etf Etf (JMUB)
Microsoft Corp Stock (MSFT)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)

View all positions for Invenio Wealth Partners

Top funds holding Wisdomtree Mortgage Plus Bond Fund etf

Private Advisor
Smartleaf Asset Management
Jane Street
Invenio Wealth Partners
Atria Investments
RFG Advisory
Nbc Securities
Klr Investment Advisors
My Legacy Advisors
Bank Of Montreal
Oxinas Partners Wealth Management
Jpmorgan Chase & Co
Claro Advisors
Walkner Condon Financial Advisors
Bank of New York Mellon

View all funds holding Wisdomtree Mortgage Plus Bond Fund etf