Golden State Equity Partners Wisdomtree Tree Mortgage Plus Call Options Transaction History

Golden State Equity Partners

$491 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MTGP

# of Institutions

37

Shares Held

1.38M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

171K
Shares

$7.52 Million
0.25% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

155K
Shares

$6.82 Million
2.81% of portfolio
Private Advisor Group, LLC

131K
Shares

$5.76 Million
0.03% of portfolio
Smartleaf Asset Management LLC Boston, MA

121K
Shares

$5.32 Million
0.53% of portfolio
Atria Investments LLC Charlotte, NC

115K
Shares

$5.08 Million
0.07% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
Industry ETFs

More about MTGP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.