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 32 institutions that hold shares in the stock, with a total of 1.13 Million shares, which have been reported (via 13F filing form) to have a value of $48.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,794
shares
|
$77,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
162
shares
|
$6,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
162
shares
|
$6,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
151
shares
|
$6,502
0.0% of portfolio
|
Q2 2024
Added 10.22%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
48
shares
|
$2,066
0.0% of portfolio
|
Q3 2024
Reduced 89.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
22
shares
|
$947
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|