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 40 institutions that hold shares in the stock, with a total of 1.15 Million shares, which have been reported (via 13F filing form) to have a value of $50.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
163,494
shares
|
$7.12 Million
3.01% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
155,037
shares
|
$6.75 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
112,397
shares
|
$4.89 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
89,732
shares
|
$3.91 Million
1.09% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
65,926
shares
|
$2.87 Million
2.94% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
61,902
shares
|
$2.69 Million
1.13% of portfolio
|
Q3 2023
Added 688.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
50,393
shares
|
$2.19 Million
0.21% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
50,048
shares
|
$2.18 Million
0.19% of portfolio
|
Q1 2025
Added 147100.0%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
42,223
shares
|
$1.84 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
42,037
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,825
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.32%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
29,244
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
28,817
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 77.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
25,102
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,809
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 332.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,097
shares
|
$918,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,462
shares
|
$846,986
0.6% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
18,267
shares
|
$794,979
0.0% of portfolio
|
Q1 2025
Added 168.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
15,842
shares
|
$689,443
0.02% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,990
shares
|
$652,364
0.0% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
14,709
shares
|
$640,135
0.22% of portfolio
|
Q1 2025
Added 50.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,534
shares
|
$588,999
0.06% of portfolio
|
Q1 2025
Reduced 88.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,810
shares
|
$426,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
7,496
shares
|
$326,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
7,465
shares
|
$324,876
0.08% of portfolio
|
Q1 2025
Reduced 7.77%
|