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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
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

IWM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $111M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return