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Larson Financial Group’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Larson Financial Group’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 		$132 Hold
3
– – ﹤0.01% 3638
2026
Q1 		$133 Buy
+3
New +$134 ﹤0.01% 3495

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OPWM
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WealthPoint Financial Cramerton, North Carolina $137M AUM
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Raymond James Financial
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Larson Financial Group's MTGP Position: Q2 2026 in Review

Larson Financial Group held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 3 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

Larson Financial Group first reported a position in MTGP in Q1 2026 and has held it in 2 quarters since. The position peaked at $133 in Q1 2026. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Larson Financial Group held 3 shares of WisdomTree Mortgage Plus Bond Fund worth $132 as of Q2 2026.
  • Larson Financial Group left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3638 holding.
  • Larson Financial Group first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • Larson Financial Group's WisdomTree Mortgage Plus Bond Fund position peaked at $133 in Q1 2026.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.