Insight Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History
Insight Advisors, LLC
- $387 Million
- Q2 2025
A detailed history of Insight Advisors, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Insight Advisors, LLC holds 95,869 shares of MTGP stock, worth $4.22 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
95,869
Previous 89,732
6.84%
Holding current value
$4.22 Million
Previous $3.93 Million
8.4%
% of portfolio
1.1%
Previous 1.09%
Shares
6 transactions
Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.17MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.2 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.83 Million0.22% of portfolio
-
Atria Investments LLC Charlotte, NC119KShares$5.26 Million0.07% of portfolio
-
Defined Financial Planning LLC San Rafael, CA69.3KShares$3.05 Million2.68% of portfolio
-
Truadvice, LLC Sarasota, FL61.9KShares$2.73 Million1.13% of portfolio