Creative Financial Designs
MTGP icon

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NBC Securities
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
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

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. 44 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.
  • 44 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.