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Wisdomtree Mortgage Plus Bond Fund etf shares owned by WealthPoint Financial

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

Historical chart of WealthPoint 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 WealthPoint 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 WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 39k 44.55

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

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
Mariner Wealth Advisors
Oxinas Partners Wealth Management
RFG Advisory
WealthPoint Financial
Jane Street
Raymond James Financial
Concurrent Investment Advisors
Harbour Investments
Private Advisor

View all funds holding Wisdomtree Mortgage Plus Bond Fund etf