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
2025 Q3	$390K	Sell
2025 Q2	$478K	Sell
2025 Q1	$645K	Buy
2024 Q4	$423K	Buy
2024 Q3	$288K	Buy