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
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.1K+ 14.15% |
$474K - $490K
|
89.7K
$3.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-43- 0.1% |
$1.83K - $1.89K
|
42.2K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.2K- 4.98% |
$94K - $97.1K
|
42K
$1.84M
|