Purchases and Sales Made in Q2 2025 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.4K+ 101.69% |
$1.48M - $1.53M
|
68.2K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 9.45% |
$631K - $651K
|
170K
$7.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12K+ 159.45% |
$515K - $531K
|
19.4K
$875K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.13K+ 49.97% |
$393K - $405K
|
27.4K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.98K+ 6.21% |
$300K - $310K
|
119K
$5.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.73K+ 26.81% |
$290K - $299K
|
31.8K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.14K+ 6.84% |
$264K - $273K
|
95.9K
$4.31M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.88KNew |
$167K - $172K
|
3.88K
$175K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.68KNew |
$159K - $164K
|
3.68K
$166K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.39K+ 2.07% |
$146K - $150K
|
167K
$7.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.37K+ 5.1% |
$145K - $149K
|
69.3K
$3.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.29K+ 31.25% |
$98.4K - $102K
|
9.6K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.9K+ 9.02% |
$81.9K - $84.5K
|
23K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.83K+ 41.15% |
$79K - $81.4K
|
6.29K
$283K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74K+ 10.97% |
$74.8K - $77.2K
|
17.6K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.58K+ 16.07% |
$67.9K - $70K
|
11.4K
$512K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.28K+ 2.56% |
$55.2K - $57K
|
51.3K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.12K+ 2.64% |
$48.1K - $49.6K
|
43.3K
$1.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
928+ 2.21% |
$40K - $41.2K
|
43K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
167New |
$7.19K - $7.42K
|
167
$7.51K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
130+ 2.79% |
$5.6K - $5.77K
|
4.79K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 1.49% |
$1.81K - $1.87K
|
2.86K
$129K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-113- 51.13% |
$4.87K - $5.02K
|
108
$4.86K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-171- 35.19% |
$7.36K - $7.59K
|
315
$14.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-349- 4.68% |
$15K - $15.5K
|
7.12K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-457- 8.1% |
$19.7K - $20.3K
|
5.19K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.65K- 10.97% |
$70.8K - $73.1K
|
13.3K
$600K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.95K- 26.87% |
$170K - $176K
|
10.8K
$484K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.07K- 29.69% |
$304K - $314K
|
16.7K
$753K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-8.32K- 16.5% |
$358K - $369K
|
42.1K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 43.32% |
$538K - $554K
|
16.3K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-13.5K- 99.91% |
$582K - $601K
|
12
$540
|