Latest Institutional Purchases of Wisdomtree Tree Mortgage Plus (MTGP)
This list provides information on the latest institutional transactions involving Wisdomtree Tree Mortgage Plus (MTGP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
62.7KNew |
$2.7M - $2.84M
|
62.7K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26K+ 17.9% |
$1.12M - $1.17M
|
171K
$7.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 18.62% |
$780K - $819K
|
115K
$5.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
17.8K+ 12.93% |
$764K - $803K
|
155K
$6.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15.6K+ 24.76% |
$671K - $705K
|
78.6K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.72KNew |
$375K - $394K
|
8.72K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.49K+ 10.15% |
$365K - $384K
|
92.2K
$4M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.77K+ 15.8% |
$248K - $261K
|
42.3K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.6KNew |
$241K - $253K
|
5.6K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.83K+ 3.01% |
$165K - $173K
|
131K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.73K+ 3.18% |
$160K - $169K
|
121K
$5.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 53.35% |
$146K - $154K
|
9.79K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 10.97% |
$125K - $131K
|
29.3K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.79KNew |
$77.2K - $81.1K
|
1.79K
$77.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
584New |
$25.1K - $26.4K
|
584
$25.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
159+ 6.14% |
$6.84K - $7.19K
|
2.75K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
129+ 268.75% |
$5.55K - $5.83K
|
177
$7.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94+ 0.69% |
$4.04K - $4.25K
|
13.8K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
58+ 38.41% |
$2.5K - $2.62K
|
209
$9.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21+ 0.44% |
$903 - $949
|
4.77K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43 - $45.2
|
1
$43.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17.3KNew |
$741K - $792K
|
17.3K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.97KNew |
$213K - $228K
|
4.97K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
162New |
$6.95K - $7.42K
|
162
$7.02K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
162New |
$6.95K - $7.42K
|
162
$7.02K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22New |
$944 - $1.01K
|
22
$954
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
620New |
$26.1K - $27K
|
620
$26.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
110+ 2.15% |
$4.64K - $4.79K
|
5.22K
$226K
|
|
| Q1 2024 | |||||||
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.7K+ 100.23% |
$245K - $252K
|
11.4K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5KNew |
$215K - $221K
|
5K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.35K+ 23.13% |
$58K - $59.7K
|
7.19K
$312K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
54K+ 688.06% |
$2.24M - $2.36M
|
61.9K
$2.68M
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.11KNew |
$349K - $364K
|
8.11K
$351K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$479K - $505K
|
11.3K
$491K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
133New |
$5.63K - $5.93K
|
133
$5.77K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.46M - $1.55M
|
32.5K
$1.41M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
13.6KNew |
$613K - $651K
|
13.6K
$591K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.43K+ 0.78% |
$64.1K - $68.1K
|
184K
$7.96M
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
405+ 3.65% |
$18.2K - $19.3K
|
11.5K
$498K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
363New |
$16.3K - $17.3K
|
363
$15.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
98New |
$4.41K - $4.68K
|
98
$4.25K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.17K - $1.24K
|
26
$1.13K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
625New |
$31.4K - $31.8K
|
625
$27.1K
|
|