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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$992 ﹤0.01% 645