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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.77K+ 15.8% |
$248K - $261K
|
42.3K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.72KNew |
$375K - $394K
|
8.72K
$376K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.79KNew |
$77.2K - $81.1K
|
1.79K
$77.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-568- 8.34% |
$24.4K - $26K
|
6.24K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
162New |
$6.95K - $7.42K
|
162
$6.98K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-431- 89.98% |
$18.5K - $19.7K
|
48
$2.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 6.82% |
$455K - $486K
|
145K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.27K+ 5.87% |
$54.5K - $58.2K
|
22.9K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77.4K+ 1227.48% |
$3.32M - $3.55M
|
83.7K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-222- 3.82% |
$9.52K - $10.2K
|
5.6K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.03K- 4.11% |
$216K - $230K
|
117K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.79K+ 49.83% |
$377K - $402K
|
26.4K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
17.8K+ 14.93% |
$765K - $817K
|
137K
$5.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.97KNew |
$213K - $228K
|
4.97K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.63K- 43.95% |
$241K - $258K
|
7.18K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23+ 0.9% |
$986 - $1.05K
|
2.59K
$111K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-503- 1.57% |
$21.6K - $23K
|
31.6K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
162New |
$6.95K - $7.42K
|
162
$6.98K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.52K+ 34.66% |
$151K - $161K
|
13.7K
$589K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.3K+ 41.03% |
$1.21M - $1.3M
|
97.3K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-525- 9.95% |
$22.5K - $24K
|
4.75K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.38KNew |
$274K - $292K
|
6.38K
$275K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.87K- 7.2% |
$423K - $452K
|
127K
$5.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22New |
$944 - $1.01K
|
22
$947
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-534- 1.09% |
$22.9K - $24.5K
|
48.3K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17.3KNew |
$741K - $792K
|
17.3K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.99K+ 18.68% |
$214K - $229K
|
31.7K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.9K+ 23.23% |
$509K - $544K
|
63K
$2.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 10.22% |
$590 - $609
|
151
$6.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
620New |
$26.1K - $27K
|
620
$26.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
110+ 2.15% |
$4.64K - $4.79K
|
5.22K
$225K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.7K+ 100.23% |
$245K - $252K
|
11.4K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5KNew |
$215K - $221K
|
5K
$215K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-471- 2.36% |
$20.2K - $20.8K
|
19.5K
$838K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.35K+ 23.13% |
$58K - $59.7K
|
7.19K
$310K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-685- 15.14% |
$27.7K - $30.2K
|
3.84K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-469- 23.82% |
$19K - $20.7K
|
1.5K
$64.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
228New |
$9.22K - $10K
|
228
$9.82K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
54K+ 688.06% |
$2.24M - $2.36M
|
61.9K
$2.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-94- 6.19% |
$3.9K - $4.11K
|
1.42K
$61.3K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.82K- 30.5% |
$165K - $171K
|
8.7K
$375K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.11KNew |
$349K - $364K
|
8.11K
$349K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
133New |
$5.63K - $5.93K
|
133
$5.73K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$479K - $505K
|
11.3K
$488K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.84% |
$381 - $401
|
1.07K
$45.9K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-9- 9.09% |
$390 - $423
|
90
$3.88K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
363New |
$16.3K - $17.3K
|
363
$15.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.17K - $1.24K
|
26
$1.12K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
98New |
$4.41K - $4.68K
|
98
$4.22K
|
|