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 1.17 Million shares, which have been reported (via 13F filing form) to have a value of $51.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
169,695
shares
|
$7.47 Million
0.22% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
166,879
shares
|
$7.35 Million
2.95% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
119,373
shares
|
$5.26 Million
0.07% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
95,869
shares
|
$4.22 Million
1.1% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
69,291
shares
|
$3.05 Million
2.68% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
61,902
shares
|
$2.73 Million
1.13% of portfolio
|
Q3 2023
Added 688.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
51,331
shares
|
$2.26 Million
0.19% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
43,339
shares
|
$1.91 Million
1.05% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
42,965
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
42,076
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,825
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 63.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
31,832
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
29,244
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
27,395
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 49.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,097
shares
|
$929,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,462
shares
|
$857,106
0.6% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
19,448
shares
|
$856,489
0.01% of portfolio
|
Q2 2025
Added 159.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
17,580
shares
|
$774,223
0.02% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,741
shares
|
$737,273
0.0% of portfolio
|
Q2 2025
Reduced 29.69%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,333
shares
|
$719,305
0.0% of portfolio
|
Q2 2025
Reduced 43.32%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,345
shares
|
$587,713
0.0% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,386
shares
|
$501,439
0.0% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,756
shares
|
$473,694
0.14% of portfolio
|
Q2 2025
Reduced 26.87%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,602
shares
|
$422,872
0.13% of portfolio
|
Q2 2025
Added 31.25%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
7,116
shares
|
$313,388
0.07% of portfolio
|
Q2 2025
Reduced 4.68%
|