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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
98New |
$4.41K - $4.68K
|
98
$4.24K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.43K+ 0.78% |
$64.1K - $68.1K
|
184K
$7.94M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
13.6KNew |
$613K - $651K
|
13.6K
$589K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.46M - $1.55M
|
32.5K
$1.41M
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
405+ 3.65% |
$18.2K - $19.3K
|
11.5K
$497K
|
|
| Q4 2021 | |||||||
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-198Closed |
$9.94K - $10.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-7.87KClosed |
$395K - $401K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
625New |
$31.4K - $31.8K
|
625
$27K
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.8KClosed |
$1.15M - $1.17M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-266Closed |
$13.5K - $13.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75Closed |
$3.81K - $3.83K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.14KClosed |
$362K - $365K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-963Closed |
$48.9K - $49.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-191Closed |
$9.54K - $9.8K
|
0
$0
|
|