Purchases and Sales Made in Q2 2024 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22.2K+ 76.89% |
$937K - $967K
|
51.1K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.6KNew |
$913K - $942K
|
21.6K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.6KNew |
$743K - $768K
|
17.6K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
14.6K+ 13.91% |
$615K - $635K
|
119K
$5.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 7.65% |
$466K - $482K
|
156K
$6.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.79K+ 52.67% |
$286K - $296K
|
19.7K
$847K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.03K+ 14.09% |
$254K - $262K
|
48.8K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.24K+ 13.82% |
$137K - $141K
|
26.7K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.57KNew |
$108K - $112K
|
2.57K
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.91K+ 23.13% |
$80.4K - $83K
|
10.2K
$437K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 4.56% |
$59.1K - $61K
|
32.1K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
620New |
$26.1K - $27K
|
620
$26.7K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
568+ 9.1% |
$23.9K - $24.7K
|
6.81K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
534+ 0.44% |
$22.5K - $23.2K
|
122K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
479New |
$20.2K - $20.9K
|
479
$20.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
322+ 6.5% |
$13.6K - $14K
|
5.28K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
110+ 2.15% |
$4.64K - $4.79K
|
5.22K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 10.22% |
$590 - $609
|
151
$6.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-387- 0.28% |
$16.3K - $16.8K
|
137K
$5.89M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.11K- 16.02% |
$46.8K - $48.3K
|
5.82K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.44K- 4.74% |
$145K - $150K
|
69K
$2.97M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.75K- 60.6% |
$369K - $381K
|
5.69K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.1K- 63.95% |
$509K - $526K
|
6.81K
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.9K- 75.22% |
$1.64M - $1.69M
|
12.8K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-85.3K- 93.11% |
$3.59M - $3.71M
|
6.31K
$271K
|