Trinity Wealth Management, LLC Wisdomtree Tree Mortgage Plus Transaction History

Trinity Wealth Management, LLC

$218 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$42.99 - $44.88 $348,519 - $363,842	8,107 New	8,107 $357,000

Others Institutions Holding MTGP

# of Institutions

30

Shares Held

1.12M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

145K
Shares

$6.33 Million
0.19% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

137K
Shares

$6 Million
2.68% of portfolio
Private Advisor Group, LLC

127K
Shares

$5.55 Million
0.04% of portfolio
Smartleaf Asset Management LLC Boston, MA

117K
Shares

$5.12 Million
0.64% of portfolio
Atria Investments LLC Charlotte, NC

97.3K
Shares

$4.25 Million
0.06% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
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