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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
Q2 		$192K Buy
4,338
+308
+8% +$13.6K 0.01% 904
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

LPL Financial
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NS
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centaurus Financial's MTGP Position: Q2 2026 in Review

Centaurus Financial increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 7.6% in Q2 2026, buying an estimated $13.6K and bringing the position to 4,338 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #904.

Centaurus Financial first reported a position in MTGP in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Centaurus Financial held 4,338 shares of WisdomTree Mortgage Plus Bond Fund worth $192K as of Q2 2026.
  • Centaurus Financial bought 308 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $13.6K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #904 holding.
  • Centaurus Financial first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.