Insight Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History
Insight Advisors, LLC
- $359 Million
- Q1 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 89,732 shares of MTGP stock, worth $3.94 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
89,732
Previous 78,607
14.15%
Holding current value
$3.94 Million
Previous $3.4 Million
15.67%
% of portfolio
1.09%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.16MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.17 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.8 Million0.22% of portfolio
-
Atria Investments LLC Charlotte, NC112KShares$4.93 Million0.07% of portfolio
-
Defined Financial Planning LLC San Rafael, CA65.9KShares$2.89 Million2.94% of portfolio
-
Truadvice, LLC Sarasota, FL61.9KShares$2.72 Million1.13% of portfolio