Defined Financial Planning LLC
Position in MTGP — WisdomTree Mortgage Plus Bond Fund
CIK 2056559
SAN RAFAEL, CA
All Filings in MTGP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 MTGP | $3,785,749 | 84,968 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 MTGP | $3,077,213 | 69,291 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 MTGP | $2,889,206 | 65,926 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 MTGP | $2,710,152 | 62,735 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||