Purchases and Sales Made in Q2 2023 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
36.9K+ 51.01% |
$1.59M - $1.65M
|
109K
$4.69M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.96K+ 13.17% |
$257K - $267K
|
51.2K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.03K+ 7.84% |
$217K - $225K
|
69.2K
$2.98M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.48KNew |
$107K - $111K
|
2.48K
$107K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.55K+ 7.32% |
$67.1K - $69.5K
|
22.8K
$980K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.06K+ 14.67% |
$45.9K - $47.6K
|
8.32K
$358K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
673+ 2.48% |
$29.1K - $30.1K
|
27.8K
$1.2M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
543+ 10.48% |
$23.4K - $24.3K
|
5.72K
$246K
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
525+ 2.65% |
$22.7K - $23.5K
|
20.3K
$874K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82New |
$3.54K - $3.67K
|
82
$3.53K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3- 0.04% |
$130 - $134
|
7.86K
$338K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 17.96% |
$1.3K - $1.34K
|
137
$5.89K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-35- 2.25% |
$1.51K - $1.57K
|
1.52K
$65.3K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.62K- 10.23% |
$70.1K - $72.7K
|
14.3K
$613K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.82K- 30.5% |
$165K - $171K
|
8.7K
$374K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.43K- 69.21% |
$191K - $198K
|
1.97K
$84.7K
|