Psi Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History

Psi Advisors, LLC

$304 Million
Q1 2025

A detailed history of Psi Advisors, LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Psi Advisors, LLC holds 1,858 shares of MTGP stock, worth $80,860. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,858

Holding current value

$80,860

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$42.64 - $44.05 $79,225 - $81,844	1,858 New	1,858 $81,000

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
Industry ETFs

More about MTGP

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