CREATIVE FINANCIAL DESIGNS INC /ADV
Position in MTGP — WisdomTree Mortgage Plus Bond Fund
CIK 819864
KOKOMO, IN
All Filings in MTGP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MTGP | $13,923 | 315 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 MTGP | $14,031 | 315 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 MTGP | $14,034 | 315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 MTGP | $13,989 | 315 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 MTGP | $21,298 | 486 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 MTGP | $9,028 | 209 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 MTGP | $6,807 | 151 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 MTGP | $6,512 | 151 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 MTGP | $5,946 | 137 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 MTGP | $6,012 | 137 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 MTGP | $5,708 | 137 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 MTGP | $5,944 | 137 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 MTGP | $7,361 | 167 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 MTGP | $7,269 | 167 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 MTGP | $7,286 | 167 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 MTGP | $7,658 | 167 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 MTGP | $8,000 | 167 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||