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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.4K+ 101.69% |
$1.48M - $1.53M
|
68.2K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 9.45% |
$631K - $651K
|
170K
$7.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12K+ 159.45% |
$515K - $531K
|
19.4K
$856K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.13K+ 49.97% |
$393K - $405K
|
27.4K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.98K+ 6.21% |
$300K - $310K
|
119K
$5.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.73K+ 26.81% |
$290K - $299K
|
31.8K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.14K+ 6.84% |
$264K - $273K
|
95.9K
$4.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.39K+ 2.07% |
$146K - $150K
|
167K
$7.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.37K+ 5.1% |
$145K - $149K
|
69.3K
$3.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.29K+ 31.25% |
$98.4K - $102K
|
9.6K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.9K+ 9.02% |
$81.9K - $84.5K
|
23K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.83K+ 41.15% |
$79K - $81.4K
|
6.29K
$277K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74K+ 10.97% |
$74.8K - $77.2K
|
17.6K
$774K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.58K+ 16.07% |
$67.9K - $70K
|
11.4K
$501K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.28K+ 2.56% |
$55.2K - $57K
|
51.3K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.12K+ 2.64% |
$48.1K - $49.6K
|
43.3K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
928+ 2.21% |
$40K - $41.2K
|
43K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
167New |
$7.19K - $7.42K
|
167
$7.35K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
130+ 2.79% |
$5.6K - $5.77K
|
4.79K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 1.49% |
$1.81K - $1.87K
|
2.86K
$126K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.05KNew |
$87.5K - $90.3K
|
2.05K
$90.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.86KNew |
$79.2K - $81.8K
|
1.86K
$81.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
223New |
$9.51K - $9.82K
|
223
$9.82K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.72KNew |
$375K - $394K
|
8.72K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43 - $45.2
|
1
$44
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17.3KNew |
$741K - $792K
|
17.3K
$761K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.97KNew |
$213K - $228K
|
4.97K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
162New |
$6.95K - $7.42K
|
162
$7.13K
|
|
|
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
$969
|
|
| 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
$502K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5KNew |
$215K - $221K
|
5K
$220K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.35K+ 23.13% |
$58K - $59.7K
|
7.19K
$317K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
54K+ 688.06% |
$2.24M - $2.36M
|
61.9K
$2.73M
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.11KNew |
$349K - $364K
|
8.11K
$357K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$479K - $505K
|
11.3K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
133New |
$5.63K - $5.93K
|
133
$5.86K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32.5KNew |
$1.46M - $1.55M
|
32.5K
$1.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
13.6KNew |
$613K - $651K
|
13.6K
$600K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.43K+ 0.78% |
$64.1K - $68.1K
|
184K
$8.08M
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
405+ 3.65% |
$18.2K - $19.3K
|
11.5K
$506K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
363New |
$16.3K - $17.3K
|
363
$16K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
98New |
$4.41K - $4.68K
|
98
$4.32K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26New |
$1.17K - $1.24K
|
26
$1.15K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
625New |
$31.4K - $31.8K
|
625
$27.5K
|
|