Beacon Financial Advisory LLC
Position in MTGP — WisdomTree Mortgage Plus Bond Fund
CIK 1800502
Cleveland, OH
All Filings in MTGP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MTGP | $249,387 | 5,642 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 MTGP | $291,858 | 6,552 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 MTGP | $390,257 | 8,759 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 MTGP | $477,673 | 10,756 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 MTGP | $644,621 | 14,709 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 MTGP | $422,712 | 9,785 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 MTGP | $287,655 | 6,381 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||