Insight Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History
Insight Advisors, LLC
- $412 Million
- Q3 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 96,284 shares of MTGP stock, worth $4.3 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
96,284
Previous 95,869
0.43%
Holding current value
$4.3 Million
Previous $4.26 Million
0.75%
% of portfolio
1.04%
Previous 1.1%
Shares
7 transactions
Others Institutions Holding MTGP
# of Institutions
37Shares Held
1.23MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL182KShares$8.12 Million2.95% of portfolio
-
Iht Wealth Management, LLC Chicago, IL173KShares$7.73 Million0.21% of portfolio
-
Atria Investments LLC Charlotte, NC137KShares$6.12 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC97KShares$4.33 Million0.0% of portfolio
-
Defined Financial Planning LLC San Rafael, CA85KShares$3.79 Million3.15% of portfolio