Purchases and Sales Made in Q1 2025 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TREE MORTGAGE PLUS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50K+ 147100.0% |
$2.13M - $2.2M
|
50K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.1KNew |
$1.07M - $1.11M
|
25.1K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.1KNew |
$900K - $929K
|
21.1K
$918K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.3K+ 332.5% |
$780K - $806K
|
23.8K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 168.71% |
$489K - $505K
|
18.3K
$795K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.1K+ 14.15% |
$474K - $490K
|
89.7K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.81KNew |
$418K - $432K
|
9.81K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
8.43K+ 5.43% |
$359K - $371K
|
163K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.5KNew |
$320K - $330K
|
7.5K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.32KNew |
$312K - $322K
|
7.32K
$318K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.92K+ 50.32% |
$210K - $217K
|
14.7K
$640K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.66KNew |
$199K - $205K
|
4.66K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.19K+ 5.09% |
$136K - $141K
|
65.9K
$2.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.66K+ 148.44% |
$114K - $117K
|
4.46K
$194K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 15.11% |
$88.6K - $91.6K
|
15.8K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.05KNew |
$87.5K - $90.3K
|
2.05K
$89.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.86KNew |
$79.2K - $81.8K
|
1.86K
$80.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
277+ 132.54% |
$11.8K - $12.2K
|
486
$21.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
223New |
$9.51K - $9.82K
|
223
$9.7K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
68+ 2.47% |
$2.9K - $3K
|
2.82K
$123K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
42+ 0.75% |
$1.79K - $1.85K
|
5.64K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-43- 0.1% |
$1.83K - $1.89K
|
42.2K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-72- 0.25% |
$3.07K - $3.17K
|
29.2K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-146- 3.06% |
$6.23K - $6.43K
|
4.63K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-363- 62.16% |
$15.5K - $16K
|
221
$9.62K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-629- 7.77% |
$26.8K - $27.7K
|
7.47K
$325K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.2K- 4.98% |
$94K - $97.1K
|
42K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22K- 38.33% |
$94.7K - $97.9K
|
3.58K
$156K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.07K- 2.66% |
$131K - $135K
|
112K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.64K- 10.06% |
$240K - $248K
|
50.4K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.69K- 30.85% |
$285K - $295K
|
15K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 9.31% |
$678K - $701K
|
155K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.4K- 63.32% |
$2.49M - $2.57M
|
33.8K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-102K- 77.99% |
$4.35M - $4.5M
|
28.8K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-107K- 88.81% |
$4.58M - $4.73M
|
13.5K
$589K
|