Institutional Ownership Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
181,920
shares
|
$8.12 Million
2.95% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
173,128
shares
|
$7.73 Million
0.21% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
137,120
shares
|
$6.12 Million
0.07% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
96,993
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2025
Added 254.05%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
96,284
shares
|
$4.3 Million
1.04% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
84,968
shares
|
$3.79 Million
3.15% of portfolio
|
Q3 2025
Added 22.62%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
61,902
shares
|
$2.76 Million
1.13% of portfolio
|
Q3 2023
Added 688.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
52,731
shares
|
$2.35 Million
0.19% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
45,293
shares
|
$2.02 Million
1.16% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
43,359
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
30,436
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
28,037
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
25,710
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22,342
shares
|
$997,123
0.02% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,462
shares
|
$868,589
0.6% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,479
shares
|
$824,717
0.0% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,370
shares
|
$685,963
0.0% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,907
shares
|
$665,299
0.0% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
14,430
shares
|
$644,010
0.01% of portfolio
|
Q3 2025
Reduced 25.8%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,770
shares
|
$480,665
0.13% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
8,759
shares
|
$390,914
0.1% of portfolio
|
Q3 2025
Reduced 18.57%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
7,113
shares
|
$317,453
0.07% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,729
shares
|
$300,315
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,161
shares
|
$274,965
0.06% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,441
shares
|
$242,831
0.0% of portfolio
|
Q3 2025
New holding
|
|