Stewardship Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History

Stewardship Advisors, LLC

$337 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	BUY	$44.98 - $47.77 $18,216 - $19,346	405 Added 3.65%	11,497 $527,000
Q1 2022 Apr 11, 2022	BUY	$47.58 - $50.17 $527,757 - $556,485	11,092 New	11,092 $531,000

Others Institutions Holding MTGP

# of Institutions

32

Shares Held

1.13M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

145K
Shares

$6.24 Million
0.19% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

137K
Shares

$5.91 Million
2.68% of portfolio
Private Advisor Group, LLC

127K
Shares

$5.47 Million
0.04% of portfolio
Smartleaf Asset Management LLC Boston, MA

117K
Shares

$5.05 Million
0.64% of portfolio
Atria Investments LLC Charlotte, NC

97.3K
Shares

$4.19 Million
0.06% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
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