Ascentis Independent Advisors
Position in MTGP — WisdomTree Mortgage Plus Bond Fund
CIK 1845003
DALLAS, TX
All Filings in MTGP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MTGP | $579,222 | 13,104 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 MTGP | $291,947 | 6,554 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 MTGP | $213,596 | 4,794 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 MTGP | $212,901 | 4,794 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 MTGP | $204,399 | 4,664 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||