DFP
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Defined Financial Planning’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Defined Financial Planning’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
2025
Q3 		$3.8M Buy
84,968
+15,677
+23% +$693K 3.15% 12
2025
Q2 		$3.02M Buy
69,291
+3,365
+5% +$147K 2.68% 14
2025
Q1 		$2.9M Buy
65,926
+3,191
+5% +$139K 2.94% 11
2024
Q4 		$2.71M Buy
+62,735
New +$2.76M 2.89% 11

Other funds holding MTGP

IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Defined Financial Planning's MTGP Position: Q3 2025 in Review

Defined Financial Planning increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 23% in Q3 2025, buying an estimated $693K and bringing the position to 84,968 shares worth $3.8M. The position accounts for 3.15% of the portfolio, ranked #12.

Defined Financial Planning first reported a position in MTGP in Q4 2024 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold MTGP as of Q3 2025.

  • Defined Financial Planning held 84,968 shares of WisdomTree Mortgage Plus Bond Fund worth $3.8M as of Q3 2025.
  • Defined Financial Planning bought 15,677 WisdomTree Mortgage Plus Bond Fund shares in Q3 2025, an estimated $693K.
  • WisdomTree Mortgage Plus Bond Fund made up 3.15% of Defined Financial Planning's portfolio in Q3 2025, its #12 holding.
  • Defined Financial Planning first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2024 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.