Defined Financial Planning LLC Wisdomtree Tree Mortgage Plus Transaction History

Defined Financial Planning LLC

  • $98.7 Billion
  • Q1 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Defined Financial Planning LLC holds 65,926 shares of MTGP stock, worth $2.9 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
65,926
Previous 62,735 5.09%
Holding current value
$2.9 Million
Previous $2.71 Billion 6.98%
% of portfolio
2.94%
Previous 2.89%

Shares

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

Apr 15, 2025
BUY
$42.64 - $44.05 $136,064 - $140,563
3,191 Added 5.09%
65,926 $2.9 Billion
Q4 2024

Feb 13, 2025
BUY
$43.02 - $45.21 $2.7 Million - $2.84 Million
62,735 New
62,735 $2.71 Billion

Others Institutions Holding MTGP

# of Institutions
40
Shares Held
1.15M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TREE MORTGAGE PLUS

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