Institutional Ownership Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 998,613 shares, which have been reported (via 13F filing form) to have a value of $44.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
155,605
shares
|
$6.88 Million
0.26% of portfolio
|
Q2 2024
Added 7.65%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
127,111
shares
|
$5.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
122,270
shares
|
$5.41 Million
0.87% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
119,478
shares
|
$5.28 Million
2.55% of portfolio
|
Q2 2024
Added 13.91%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
69,026
shares
|
$3.05 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
63,005
shares
|
$2.79 Million
0.76% of portfolio
|
Q3 2024
Added 23.23%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
61,902
shares
|
$2.74 Million
1.13% of portfolio
|
Q3 2023
Added 688.06%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
48,257
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
36,498
shares
|
$1.61 Million
1.05% of portfolio
|
Q3 2024
Added 85.35%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
32,126
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Added 4.56%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
31,706
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Added 18.68%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
21,645
shares
|
$956,925
0.0% of portfolio
|
Q2 2024
New holding
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,462
shares
|
$860,415
0.6% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
17,633
shares
|
$779,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
17,283
shares
|
$764,081
0.05% of portfolio
|
Q3 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
12,806
shares
|
$566,153
0.0% of portfolio
|
Q2 2024
Reduced 75.22%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
10,151
shares
|
$448,775
0.02% of portfolio
|
Q2 2024
Added 23.13%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
6,808
shares
|
$300,981
0.0% of portfolio
|
Q2 2024
Reduced 63.95%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,306
shares
|
$278,788
0.0% of portfolio
|
Q2 2024
Reduced 93.11%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
5,819
shares
|
$257,257
0.0% of portfolio
|
Q2 2024
Reduced 16.02%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
5,275
shares
|
$233,207
0.05% of portfolio
|
Q2 2024
Added 6.5%
|
|
Obsidian Personal Planning Solutions LLC
|
Jul 25, 2024 Q2 2024 |
5,223
shares
|
$230,908
0.14% of portfolio
|
Q2 2024
Added 2.15%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
2,566
shares
|
$113,442
0.01% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
479
shares
|
$21,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
151
shares
|
$6,675
0.0% of portfolio
|
Q2 2024
Added 10.22%
|