Beacon Financial Advisory’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Beacon Financial Advisory’s Portfolio MTGP Stock Details MTGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-5,489	Closed	-$242K	–	437
2026 Q2	$242K	Sell	5,489 -153	-3%	-$6.76K	0.05%	378
2026 Q1	$249K	Sell	5,642 -910	-14%	-$40.6K	0.06%	349
2025 Q4	$292K	Sell	6,552 -2,207	-25%	-$98.8K	0.07%	299
2025 Q3	$390K	Sell	8,759 -1,997	-19%	-$88.3K	0.09%	243
2025 Q2	$478K	Sell	10,756 -3,953	-27%	-$172K	0.12%	208
2025 Q1	$645K	Buy	14,709 +4,924	+50%	+$214K	0.2%	138
2024 Q4	$423K	Buy	9,785 +3,404	+53%	+$150K	0.14%	182
2024 Q3	$288K	Buy	+6,381	New	+$284K	0.1%	221

Other funds holding MTGP

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Beacon Financial Advisory's MTGP Position: Q3 2026 in Review

Beacon Financial Advisory sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2026, closing a stake of 5,489 shares — an estimated $242K sold.

Beacon Financial Advisory first reported a position in MTGP in Q3 2024 and held it in 8 quarters. The position peaked at $645K in Q1 2025. 13 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

Beacon Financial Advisory reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q3 2026 after selling out during the quarter.
Beacon Financial Advisory sold 5,489 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $242K.
Beacon Financial Advisory first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2024 and held it in 8 quarters.
Beacon Financial Advisory's WisdomTree Mortgage Plus Bond Fund position peaked at $645K in Q1 2025.
13 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.