DFA
MTGP icon

DHJJ Financial Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

DHJJ Financial Advisors’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
Q1 		$973 Hold
22
– – ﹤0.01% 819
2025
Q4 		$980 Hold
22
– – ﹤0.01% 788
2025
Q3 		$981 Hold
22
– – ﹤0.01% 761
2025
Q2 		$978 Hold
22
– – ﹤0.01% 739
2025
Q1 		$965 Hold
22
– – ﹤0.01% 693
2024
Q4 		$951 Hold
22
– – ﹤0.01% 663
2024
Q3 		$992 Buy
+22
New +$978 ﹤0.01% 645

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $111M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
WF
WealthPoint Financial Cramerton, North Carolina $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DHJJ Financial Advisors's MTGP Position: Q1 2026 in Review

DHJJ Financial Advisors held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q1 2026 at 22 shares worth $973. The position accounts for ﹤0.01% of the portfolio, ranked #819.

DHJJ Financial Advisors first reported a position in MTGP in Q3 2024 and has held it in 7 quarters since. The position peaked at $992 in Q3 2024. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • DHJJ Financial Advisors held 22 shares of WisdomTree Mortgage Plus Bond Fund worth $973 as of Q1 2026.
  • DHJJ Financial Advisors left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q1 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #819 holding.
  • DHJJ Financial Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2024 and has held it in 7 quarters since.
  • DHJJ Financial Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $992 in Q3 2024.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.