Envestnet Asset Management Inc Wisdomtree Tree Mortgage Plus Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Envestnet Asset Management Inc holds 13,345 shares of MTGP stock, worth $587,713. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,345

Previous 14,990 10.97%

Holding current value

$587,713

Previous $657,000 9.89%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$43.06 - $44.41 $70,833 - $73,054	-1,645 Reduced 10.97%	13,345 $592,000
Q1 2025 Apr 29, 2025	SELL	$42.64 - $44.05 $285,091 - $294,518	-6,686 Reduced 30.85%	14,990 $657,000
Q4 2024 Feb 12, 2025	SELL	$43.02 - $45.21 $427,919 - $449,703	-9,947 Reduced 31.45%	21,676 $936,000
Q3 2024 Nov 06, 2024	SELL	$42.89 - $45.8 $21,573 - $23,037	-503 Reduced 1.57%	31,623 $1.43 Million
Q2 2024 Aug 08, 2024	BUY	$42.16 - $43.53 $59,108 - $61,029	1,402 Added 4.56%	32,126 $1.39 Million
Q1 2024 May 13, 2024	BUY	$42.95 - $44.16 $101,104 - $103,952	2,354 Added 8.3%	30,724 $1.33 Million
Q4 2023 Feb 13, 2024	SELL	$40.46 - $44.04 $71,330 - $77,642	-1,763 Reduced 5.85%	28,370 $1.24 Million
Q3 2023 Nov 13, 2023	BUY	$41.52 - $43.72 $96,575 - $101,692	2,326 Added 8.36%	30,133 $1.26 Million
Q2 2023 Aug 04, 2023	BUY	$43.17 - $44.74 $29,053 - $30,110	673 Added 2.48%	27,807 $1.21 Million
Q1 2023 May 11, 2023	BUY	$42.99 - $44.88 $41,743 - $43,578	971 Added 3.71%	27,134 $1.2 Million
Q4 2022 Feb 07, 2023	BUY	$42.32 - $44.58 $153,325 - $161,513	3,623 Added 16.07%	26,163 $1.14 Million
Q3 2022 Nov 10, 2022	BUY	$43.33 - $46.98 $741,072 - $803,498	17,103 Added 314.57%	22,540 $983,000
Q2 2022 Aug 03, 2022	SELL	$44.98 - $47.77 $6,252 - $6,640	-139 Reduced 2.49%	5,437 $249,000
Q1 2022 May 04, 2022	BUY	$47.58 - $50.17 $46,628 - $49,166	980 Added 21.32%	5,576 $267,000
Q4 2021 Feb 04, 2022	BUY	$50.18 - $50.92 $230,627 - $234,028	4,596 New	4,596 $231,000

Others Institutions Holding MTGP

# of Institutions

Shares Held

1.19M

Call Options Held

Put Options Held

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Envestnet Asset Management Inc Wisdomtree Tree Mortgage Plus Transaction History