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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
Q1 		$133 Buy
+3
New +$134 ﹤0.01% 3495

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

Larson Financial Group's MTGP Position: Q1 2026 in Review

Larson Financial Group opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026: 3 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #3495 among its holdings.

45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Larson Financial Group held 3 shares of WisdomTree Mortgage Plus Bond Fund worth $133 as of Q1 2026.
  • WisdomTree Mortgage Plus Bond Fund was a new Larson Financial Group position in Q1 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3495 holding.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.