Empirical Asset Management, LLC Wisdomtree Tree Mortgage Plus Transaction History
Empirical Asset Management, LLC
- $323 Billion
- Q2 2025
A detailed history of Empirical Asset Management, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Empirical Asset Management, LLC holds 9,602 shares of MTGP stock, worth $431,993. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,602
Previous 7,316
31.25%
Holding current value
$431,993
Previous $321 Million
33.01%
% of portfolio
0.13%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.2MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL170KShares$7.63 Million0.22% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL167KShares$7.51 Million2.95% of portfolio
-
Atria Investments LLC Charlotte, NC119KShares$5.37 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA95.9KShares$4.31 Million1.1% of portfolio
-
Defined Financial Planning LLC San Rafael, CA85KShares$3.82 Million3.15% of portfolio