MTGP
$44.34
AUM$71M
TER0.45%
Holdings175
MTGP
$44.34
WisdomTree Mortgage Plus Bond Fund
AUM$71M
TER0.45%
Holdings175

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From$15/mo
View Plans →Fund Essentials - as of Aug 31, 2025
Net Assets
$71M
Expense Ratio
0.45%
Dividend Yield (Current)
3.88%
Holdings
175
Inception Date
Nov 14, 2019
Fund Family
WisdomTree Investments
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Monthly
SEC 30-Day Yield
••••••••••
Performance
YTD-0.00%
1 Year+0.06%
3 Year+0.11%
5 Year-0.00%
10 Year+0.05%
Asset Allocation
Bonds: 91.51%
Cash: 8.48%
Other: 0.01%
Price Chart (6M)
View Full Chart →Top Holdings
View All →| Ticker | Name | Weight |
|---|---|---|
| DIRXX | Dreyfus Trsy Oblig Cash M | 9.24% |
| FN AS9586 | Fannie Mae Pool | 5.15% |
| - | Fannie Mae Or Freddie Mac 03/01/2054 | 2.87% |
| G2 MA7648 | Government National Mortgage A 2 10/20/2051 | 2.70% |
| FN MA4761 | Fnma Pool Ma4761 Fn 09/52 Fixed 5 | 2.69% |
Top 10 Concentration: 33.27%Report Date: Aug 31, 2025
Dividend Summary
View Details →Dividend Yield (Current)
3.88%
Frequency
Monthly
Latest Distribution
$0.20
Nov 24, 2025
12M Distributions
10 payments
Total: $1.48
Peer Comparison
Benchmark
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Peer Avg
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1 Month
-0.37%
YTD
+6.20%
1 Year
+6.20%
3 Year
+10.89%
Top 10 Holdings (33.3% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | DIRXX | Dreyfus Trsy Oblig Cash M | Unknown | 9.24% |
| 2 | FN AS9586 | Fannie Mae Pool | Financials | 5.15% |
| 3 | - | Fannie Mae Or Freddie Mac 03/01/2054 | Other | 2.87% |
| 4 | G2 MA7648 | Government National Mortgage A 2 10/20/2051 | Financials | 2.70% |
| 5 | FN MA4761 | Fnma Pool Ma4761 Fn 09/52 Fixed 5 | Financials | 2.69% |
| 6 | FN FS6300 | Fn Fs6300 | Financials | 2.31% |
| 7 | G2 MA4900 | Ginnie Mae Ii Pool | Financials | 2.28% |
| 8 | FN MA4511 | Fannie Mae Pool Umbs P#Ma4511 2.00000000 | Financials | 2.19% |
| 9 | G2 MA7589 | Gnma Ii Pool Ma7589 09/20/2051 | Financials | 2.06% |
| 10 | FN MA4731 | Fannie Mae 2052-09-01 | Financials | 1.78% |