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Wisdomtree Mortgage Plus Bond Fund etf shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private Wealth 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 Vericrest Private Wealth 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 Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8M 108k 44.54

More positions owned by Vericrest Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Vericrest Private Wealth

Top funds holding Wisdomtree Mortgage Plus Bond Fund etf

Invenio Wealth Partners
IHT Wealth Management
LPL Financial
Atria Investments
Vericrest Private Wealth
Insight Advisors, LLC/ PA
Defined Financial Planning
Mariner Wealth Advisors
Nbc Securities
Jane Street
Oxinas Partners Wealth Management
RFG Advisory
WealthPoint Financial
EJMK Ventures
Raymond James Financial

View all funds holding Wisdomtree Mortgage Plus Bond Fund etf