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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

VPW

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beacon Financial Advisory's MTGP Position: Q2 2026 in Review

Beacon Financial Advisory reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 2.7% in Q2 2026, selling an estimated $6.76K and leaving 5,489 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #378.

Beacon Financial Advisory first reported a position in MTGP in Q3 2024 and has held it in 8 quarters since. The position peaked at $645K in Q1 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Beacon Financial Advisory held 5,489 shares of WisdomTree Mortgage Plus Bond Fund worth $242K as of Q2 2026.
Beacon Financial Advisory sold 153 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $6.76K.
WisdomTree Mortgage Plus Bond Fund made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #378 holding.
Beacon Financial Advisory first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2024 and has held it in 8 quarters since.
Beacon Financial Advisory's WisdomTree Mortgage Plus Bond Fund position peaked at $645K in Q1 2025.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.