Ifp Advisors, Inc Wisdomtree Tree Mortgage Plus Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Ifp Advisors, Inc holds 223 shares of MTGP stock, worth $9,704. This represents 0.0% of its overall portfolio holdings.

Number of Shares

223

Holding current value

$9,704

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$42.64 - $44.05 $9,508 - $9,823	223 New	223 $9,000
Q4 2022 Feb 07, 2023	SELL	$42.32 - $44.58 $380 - $401	-9 Reduced 0.84%	1,067 $54,000
Q3 2022 Nov 08, 2022	BUY	$43.33 - $46.98 $2,383 - $2,583	55 Added 5.39%	1,076 $55,000
Q2 2022 Sep 06, 2022	BUY	$44.98 - $47.77 $45,924 - $48,773	1,021 New	1,021 $52,000
Q2 2022 Aug 12, 2022	SELL	$44.98 - $47.77 $45,924 - $48,773	-1,021 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$47.58 - $50.17 $48,579 - $51,223	1,021 New	1,021 $0
Q3 2021 Oct 06, 2021	SELL	$50.64 - $51.2 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$50.76 - $51.08 $0 - $0	0 New	0 $0

Others Institutions Holding MTGP

# of Institutions

Shares Held

1.15M

Call Options Held

Put Options Held

Invenio Wealth Partners LLC Coral Gables, FL

163K
Shares

$7.12 Million
3.01% of portfolio
Iht Wealth Management, LLC Chicago, IL

155K
Shares

$6.75 Million
0.22% of portfolio
Atria Investments LLC Charlotte, NC

112K
Shares

$4.89 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

89.7K
Shares

$3.91 Million
1.09% of portfolio
Defined Financial Planning LLC San Rafael, CA

65.9K
Shares

$2.87 Million
2.94% of portfolio

View Full List

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
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