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Wisdomtree Mortgage Plus Bond Fund etf shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 5.1k 44.55
2025-09-30 $242k 5.4k 44.55

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Top funds holding Wisdomtree Mortgage Plus Bond Fund etf

IHT Wealth Management
Invenio Wealth Partners
LPL Financial
Atria Investments
Insight Advisors, LLC/ PA
Defined Financial Planning
Mariner Wealth Advisors
Jane Street
Oxinas Partners Wealth Management
RFG Advisory
WealthPoint Financial
Raymond James Financial
Concurrent Investment Advisors
Harbour Investments
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View all funds holding Wisdomtree Mortgage Plus Bond Fund etf