Purchases and Sales Made in Q1 2022 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TREE MORTGAGE PLUS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.6KNew |
$1.12M - $1.18M
|
23.6K
$1.03M
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.1KNew |
$528K - $556K
|
11.1K
$485K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.63K+ 10.11% |
$268K - $283K
|
61.4K
$2.68M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.77K+ 585.64% |
$227K - $239K
|
5.59K
$244K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.66K+ 8.48% |
$222K - $234K
|
59.6K
$2.6M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02KNew |
$48.6K - $51.2K
|
1.02K
$44.6K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
980+ 21.32% |
$46.6K - $49.2K
|
5.58K
$244K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
718+ 167.37% |
$34.2K - $36K
|
1.15K
$50.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
167New |
$7.95K - $8.38K
|
167
$7.3K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-896- 9.95% |
$42.6K - $45K
|
8.11K
$354K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-900- 35.52% |
$42.8K - $45.2K
|
1.63K
$71.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.28K- 1.24% |
$108K - $114K
|
182K
$7.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.32KClosed |
$110K - $116K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.53KClosed |
$358K - $378K
|
0
$0
|