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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.02M Buy
69,291
+3,365
+5% +$146K 2.68% 14
2025
Q1 		$2.9M Buy
65,926
+3,191
+5% +$140K 2.94% 11
2024
Q4 		$2.71M Buy
+62,735
New +$2.71M 2.89% 11