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Wisdomtree Mortgage Plus Bond Fund etf shares owned by LPL Financial

Quarter-by-quarter ownership of Wisdomtree Mortgage Plus Bond Fund etf (MTGP) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Wisdomtree Mortgage Plus Bond Fund etf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Mortgage Plus Bond Fund etf held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Mortgage Plus Bond Fund etf by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 52k 43.41
2023-09-30 $2.4M 58k 41.67
2023-06-30 $2.2M 51k 43.39
2023-03-31 $2.0M 45k 44.08
2022-12-31 $239k 5.5k 43.53
2022-09-30 $269k 6.2k 43.65
2022-06-30 $362k 7.9k 45.90
2022-03-31 $2.9M 61k 47.92
2021-12-31 $2.8M 56k 50.25
2021-09-30 $203k 4.0k 50.62

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View all positions for LPL Financial

Top funds holding Wisdomtree Mortgage Plus Bond Fund etf

Private Advisor
Smartleaf Asset Management
Invenio Wealth Partners
Jane Street
Atria Investments
LPL Financial
RFG Advisory
Envestnet Asset Management
Insight Advisors, LLC/ PA
Nbc Securities
Klr Investment Advisors
Jpmorgan Chase & Co
Bank Of Montreal
My Legacy Advisors
Oxinas Partners Wealth Management

View all funds holding Wisdomtree Mortgage Plus Bond Fund etf