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 37 institutions that hold shares in the stock, with a total of 1.18 Million shares, which have been reported (via 13F filing form) to have a value of $51.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
5,186
shares
|
$228,391
0.05% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
4,794
shares
|
$211,127
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,575
shares
|
$157,443
0.0% of portfolio
|
Q1 2025
Reduced 38.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,858
shares
|
$125,866
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
315
shares
|
$13,872
0.0% of portfolio
|
Q2 2025
Reduced 35.19%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
223
shares
|
$9,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
167
shares
|
$7,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
108
shares
|
$4,756
0.0% of portfolio
|
Q2 2025
Reduced 51.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
22
shares
|
$968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12
shares
|
$528
0.0% of portfolio
|
Q2 2025
Reduced 99.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|