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

Centaurus Financial’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 		$178K Buy
4,030
+25
+0.6% +$1.11K 0.01% 857
2025
Q4 		$178K Buy
4,005
+287
+8% +$12.8K 0.01% 840
2025
Q3 		$166K Buy
3,718
+36
+1% +$1.59K 0.01% 860
2025
Q2 		$164K Buy
+3,682
New +$161K 0.01% 794

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
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

Centaurus Financial's MTGP Position: Q1 2026 in Review

Centaurus Financial increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 0.62% in Q1 2026, buying an estimated $1.11K and bringing the position to 4,030 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #857.

Centaurus Financial first reported a position in MTGP in Q2 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Centaurus Financial held 4,030 shares of WisdomTree Mortgage Plus Bond Fund worth $178K as of Q1 2026.
  • Centaurus Financial bought 25 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $1.11K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #857 holding.
  • Centaurus Financial first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.