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

Creative Financial Designs’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	$13.9K	Hold	315	–	–	﹤0.01%	1434
2026 Q1	$13.9K	Hold	315	–	–	﹤0.01%	1310
2025 Q4	$14K	Hold	315	–	–	﹤0.01%	1260
2025 Q3	$14K	Hold	315	–	–	﹤0.01%	1264
2025 Q2	$14K	Sell	315 -171	-35%	-$7.46K	﹤0.01%	1243
2025 Q1	$21.3K	Buy	486 +277	+133%	+$12K	﹤0.01%	1074
2024 Q4	$9.03K	Buy	209 +58	+38%	+$2.55K	﹤0.01%	1279
2024 Q3	$6.81K	Hold	151	–	–	﹤0.01%	1304
2024 Q2	$6.51K	Buy	151 +14	+10%	+$600	﹤0.01%	1266
2024 Q1	$5.95K	Hold	137	–	–	﹤0.01%	1272
2023 Q4	$6.01K	Hold	137	–	–	﹤0.01%	1225
2023 Q3	$5.71K	Hold	137	–	–	﹤0.01%	1157
2023 Q2	$5.94K	Sell	137 -30	-18%	-$1.32K	﹤0.01%	1146
2023 Q1	$7.36K	Hold	167	–	–	﹤0.01%	1031
2022 Q4	$7.27K	Hold	167	–	–	﹤0.01%	959
2022 Q3	$7K	Hold	167	–	–	﹤0.01%	965
2022 Q2	$8K	Hold	167	–	–	﹤0.01%	914
2022 Q1	$8K	Buy	+167	New	+$8.2K	﹤0.01%	955

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

Creative Financial Designs's MTGP Position: Q2 2026 in Review

Creative Financial Designs held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 315 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Creative Financial Designs first reported a position in MTGP in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.3K in Q1 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Creative Financial Designs held 315 shares of WisdomTree Mortgage Plus Bond Fund worth $13.9K as of Q2 2026.
Creative Financial Designs left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1434 holding.
Creative Financial Designs first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's WisdomTree Mortgage Plus Bond Fund position peaked at $21.3K in Q1 2025.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.