Latest Institutional Sells of Wisdomtree Tree Mortgage Plus (MTGP)
This list provides information on the latest institutional transactions involving Wisdomtree Tree Mortgage Plus (MTGP) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 6.82% |
$455K - $486K
|
145K
$6.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.87K- 7.2% |
$423K - $452K
|
127K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.63K- 43.95% |
$241K - $258K
|
7.18K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.03K- 4.11% |
$216K - $230K
|
117K
$5.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-568- 8.34% |
$24.4K - $26K
|
6.24K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-534- 1.09% |
$22.9K - $24.5K
|
48.3K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-525- 9.95% |
$22.5K - $24K
|
4.75K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-503- 1.57% |
$21.6K - $23K
|
31.6K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-431- 89.98% |
$18.5K - $19.7K
|
48
$2.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-222- 3.82% |
$9.52K - $10.2K
|
5.6K
$245K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-471- 2.36% |
$20.2K - $20.8K
|
19.5K
$850K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-685- 15.14% |
$27.7K - $30.2K
|
3.84K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-469- 23.82% |
$19K - $20.7K
|
1.5K
$65.6K
|
|
| Q3 2023 | |||||||
|
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
$62.2K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.82K- 30.5% |
$165K - $171K
|
8.7K
$380K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.84% |
$381 - $401
|
1.07K
$46.6K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-9- 9.09% |
$390 - $423
|
90
$3.93K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-7.87KClosed |
$395K - $401K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-198Closed |
$9.94K - $10.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.8KClosed |
$1.15M - $1.17M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.14KClosed |
$362K - $365K
|
0
$0
|
|
|
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
|
|
| 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
|
|