Fifth Third Bancorp Wisdomtree Tree Mortgage Plus Transaction History

Fifth Third Bancorp

$30.5 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 07, 2021	SELL	$50.78 - $51.57 $48,901 - $49,661	-963 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$51.38 - $51.8 $49,478 - $49,883	963 New	963 $50,000

Others Institutions Holding MTGP

# of Institutions

40

Shares Held

1.22M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

170K
Shares

$7.59 Million
0.22% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

167K
Shares

$7.47 Million
2.95% of portfolio
Atria Investments LLC Charlotte, NC

137K
Shares

$6.13 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

95.9K
Shares

$4.29 Million
1.1% of portfolio
Defined Financial Planning LLC San Rafael, CA

85K
Shares

$3.8 Million
3.15% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
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