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Wisdomtree Mortgage Plus Bond Fund etf shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in Wisdomtree Mortgage Plus Bond Fund etf

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All positions including Wisdomtree Mortgage Plus Bond Fund etf held by Raymond James Financial 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 Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 28k 44.55
2025-06-30 $1.0M 23k 44.41
2025-03-31 $925k 21k 43.83

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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