Iht Wealth Management, LLC Wisdomtree Tree Mortgage Plus Call Options Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 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

1.18M

Call Options Held

0

Put Options Held

0

Invenio Wealth Partners LLC Coral Gables, FL

167K
Shares

$7.35 Million
2.95% of portfolio
Atria Investments LLC Charlotte, NC

119K
Shares

$5.26 Million
0.07% of portfolio
Insight Advisors, LLC Newtown, PA

95.9K
Shares

$4.22 Million
1.1% of portfolio
Defined Financial Planning LLC San Rafael, CA

69.3K
Shares

$3.05 Million
2.68% of portfolio
Jane Street Group, LLC New York, NY

68.2K
Shares

$3 Million
0.0% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
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