First Wilshire Securities Management Inc Wisdomtree Tree Mortgage Plus Transaction History
First Wilshire Securities Management Inc
- $295 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.18MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.22 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.85 Million0.22% of portfolio
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Atria Investments LLC Charlotte, NC119KShares$5.27 Million0.07% of portfolio
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Insight Advisors, LLC Newtown, PA95.9KShares$4.24 Million1.1% of portfolio
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Defined Financial Planning LLC San Rafael, CA69.3KShares$3.06 Million2.68% of portfolio