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 Q2	$972	Hold	22	–	–	﹤0.01%	829
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

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

DHJJ Financial Advisors's MTGP Position: Q2 2026 in Review

DHJJ Financial Advisors held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 22 shares worth $972. The position accounts for ﹤0.01% of the portfolio, ranked #829.

DHJJ Financial Advisors first reported a position in MTGP in Q3 2024 and has held it in 8 quarters since. The position peaked at $992 in Q3 2024. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

DHJJ Financial Advisors held 22 shares of WisdomTree Mortgage Plus Bond Fund worth $972 as of Q2 2026.
DHJJ Financial Advisors left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #829 holding.
DHJJ Financial Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2024 and has held it in 8 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 Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.