Defined Financial Planning LLC
Position in MTGP — WisdomTree Mortgage Plus Bond Fund
CIK 2056559
SAN RAFAEL, CA
All Filings in MTGP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||