A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 14,709 shares of MTGP stock, worth $646,460. This represents 0.22% of its overall portfolio holdings.

Number of Shares
14,709
Previous 9,785 50.32%
Holding current value
$646,460
Previous $422,000 52.61%
% of portfolio
0.22%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
$42.64 - $44.05 $209,959 - $216,902
4,924 Added 50.32%
14,709 $644,000
Q4 2024

Jan 27, 2025

BUY
$43.02 - $45.21 $146,440 - $153,894
3,404 Added 53.35%
9,785 $422,000
Q3 2024

Oct 30, 2024

BUY
$42.89 - $45.8 $273,681 - $292,249
6,381 New
6,381 $287,000

Others Institutions Holding MTGP

About WISDOMTREE TREE MORTGAGE PLUS


  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
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