Latest Institutional Transactions on Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information on the latest institutional transactions involving Wisdomtree Tree Mortgage Plus (MTGP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-72- 0.25% |
$3.07K - $3.17K
|
29.2K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 9.31% |
$678K - $701K
|
155K
$6.82M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-629- 7.77% |
$26.8K - $27.7K
|
7.47K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.4K- 63.32% |
$2.49M - $2.57M
|
33.8K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-107K- 88.81% |
$4.58M - $4.73M
|
13.5K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.81KNew |
$418K - $432K
|
9.81K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.5KNew |
$320K - $330K
|
7.5K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
8.43K+ 5.43% |
$359K - $371K
|
163K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.1KNew |
$900K - $929K
|
21.1K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22K- 38.33% |
$94.7K - $97.9K
|
3.58K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.32KNew |
$312K - $322K
|
7.32K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
68+ 2.47% |
$2.9K - $3K
|
2.82K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 15.11% |
$88.6K - $91.6K
|
15.8K
$697K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.64K- 10.06% |
$240K - $248K
|
50.4K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 168.71% |
$489K - $505K
|
18.3K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.3K+ 332.5% |
$780K - $806K
|
23.8K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.07K- 2.66% |
$131K - $135K
|
112K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
42+ 0.75% |
$1.79K - $1.85K
|
5.64K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
223New |
$9.51K - $9.82K
|
223
$9.81K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-102K- 77.99% |
$4.35M - $4.5M
|
28.8K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-363- 62.16% |
$15.5K - $16K
|
221
$9.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.69K- 30.85% |
$285K - $295K
|
15K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.05KNew |
$87.5K - $90.3K
|
2.05K
$90.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.1KNew |
$1.07M - $1.11M
|
25.1K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.92K+ 50.32% |
$210K - $217K
|
14.7K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.66KNew |
$199K - $205K
|
4.66K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
277+ 132.54% |
$11.8K - $12.2K
|
486
$21.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-146- 3.06% |
$6.23K - $6.43K
|
4.63K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.66K+ 148.44% |
$114K - $117K
|
4.46K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.86KNew |
$79.2K - $81.8K
|
1.86K
$81.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.19K+ 5.09% |
$136K - $141K
|
65.9K
$2.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.1K+ 14.15% |
$474K - $490K
|
89.7K
$3.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-43- 0.1% |
$1.83K - $1.89K
|
42.2K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.2K- 4.98% |
$94K - $97.1K
|
42K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50K+ 147100.0% |
$2.13M - $2.2M
|
50K
$2.2M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 46.42% |
$458K - $481K
|
12.3K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
129+ 268.75% |
$5.55K - $5.83K
|
177
$7.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43 - $45.2
|
1
$44
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.72KNew |
$375K - $394K
|
8.72K
$384K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
162New |
$6.95K - $7.42K
|
162
$7.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.97KNew |
$213K - $228K
|
4.97K
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
162New |
$6.95K - $7.42K
|
162
$7.13K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22New |
$944 - $1.01K
|
22
$968
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17.3KNew |
$741K - $792K
|
17.3K
$760K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
620New |
$26.1K - $27K
|
620
$27.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
110+ 2.15% |
$4.64K - $4.79K
|
5.22K
$230K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.7K+ 100.23% |
$245K - $252K
|
11.4K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5KNew |
$215K - $221K
|
5K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-471- 2.36% |
$20.2K - $20.8K
|
19.5K
$856K
|
|