First Wilshire Securities Management Inc Wisdomtree Tree Mortgage Plus Transaction History
First Wilshire Securities Management Inc
- $327 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding MTGP
# of Institutions
37Shares Held
1.23MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL182KShares$8.12 Million2.95% of portfolio
-
Iht Wealth Management, LLC Chicago, IL173KShares$7.73 Million0.21% of portfolio
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Atria Investments LLC Charlotte, NC137KShares$6.12 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC97KShares$4.33 Million0.0% of portfolio
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Insight Advisors, LLC Newtown, PA96.3KShares$4.3 Million1.04% of portfolio