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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
7,316
shares
|
$318,392
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
5,643
shares
|
$245,583
0.06% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
4,664
shares
|
$202,977
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,625
shares
|
$201,280
0.04% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
4,457
shares
|
$193,968
0.06% of portfolio
|
Q1 2025
Added 148.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,575
shares
|
$155,584
0.0% of portfolio
|
Q1 2025
Reduced 38.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,816
shares
|
$122,552
0.01% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
2,051
shares
|
$89,259
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,858
shares
|
$80,860
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
486
shares
|
$21,150
0.0% of portfolio
|
Q1 2025
Added 132.54%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
223
shares
|
$9,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
221
shares
|
$9,617
0.0% of portfolio
|
Q1 2025
Reduced 62.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
22
shares
|
$957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|