Purchases and Sales Made in Q1 2024 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42.8KNew |
$1.84M - $1.89M
|
42.8K
$1.84M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
38.3K+ 57.46% |
$1.64M - $1.69M
|
105K
$4.51M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
28.9KNew |
$1.24M - $1.28M
|
28.9K
$1.24M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.2K+ 60.03% |
$1.17M - $1.2M
|
72.5K
$3.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$554K - $570K
|
12.9K
$555K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 202.68% |
$543K - $558K
|
18.9K
$813K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 98.25% |
$500K - $514K
|
23.5K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.2K+ 9.17% |
$439K - $452K
|
122K
$5.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.87K+ 6.08% |
$338K - $348K
|
137K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.98K+ 5.07% |
$300K - $308K
|
145K
$6.22M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.93KNew |
$298K - $306K
|
6.93K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.42K+ 51.54% |
$276K - $284K
|
18.9K
$813K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.7K+ 100.23% |
$245K - $252K
|
11.4K
$490K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.11KNew |
$220K - $226K
|
5.11K
$220K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.04K+ 156.9% |
$216K - $222K
|
8.24K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5KNew |
$215K - $221K
|
5K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.95KNew |
$213K - $219K
|
4.95K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.74K+ 20.48% |
$118K - $121K
|
16.1K
$693K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.35K+ 8.3% |
$101K - $104K
|
30.7K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.35K+ 23.13% |
$58K - $59.7K
|
7.19K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 0.12% |
$129 - $132
|
2.56K
$110K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-471- 2.36% |
$20.2K - $20.8K
|
19.5K
$837K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-532- 0.44% |
$22.8K - $23.5K
|
122K
$5.24M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.51K- 9.63% |
$237K - $243K
|
51.7K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11K- 10.75% |
$474K - $487K
|
91.6K
$3.94M
|