Purchases and Sales Made in Q3 2025 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.6K+ 254.05% |
$3.03M - $3.13M
|
97K
$4.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.7K+ 14.87% |
$773K - $798K
|
137K
$6.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
15.7K+ 22.62% |
$682K - $705K
|
85K
$3.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
15K+ 9.01% |
$655K - $676K
|
182K
$8.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.73KNew |
$293K - $303K
|
6.73K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.44KNew |
$237K - $245K
|
5.44K
$243K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.25KNew |
$228K - $236K
|
5.25K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.04K+ 21.9% |
$219K - $227K
|
28K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.76K+ 27.09% |
$207K - $214K
|
22.3K
$997K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 2.02% |
$149K - $154K
|
173K
$7.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.95K+ 4.51% |
$85.1K - $87.9K
|
45.3K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.74K+ 10.38% |
$75.7K - $78.2K
|
18.5K
$825K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 11.7% |
$68K - $70.2K
|
14.9K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.4K+ 2.73% |
$60.9K - $63K
|
52.7K
$2.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.17K+ 12.16% |
$50.8K - $52.5K
|
10.8K
$481K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
532+ 14.88% |
$23.2K - $23.9K
|
4.11K
$183K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
415+ 0.43% |
$18.1K - $18.7K
|
96.3K
$4.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
394+ 0.92% |
$17.2K - $17.7K
|
43.4K
$1.94M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
36+ 0.98% |
$1.57K - $1.62K
|
3.72K
$166K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 0.04% |
$131 - $135
|
7.11K
$317K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7- 58.33% |
$305 - $315
|
5
$223
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-70- 2.45% |
$3.05K - $3.15K
|
2.79K
$124K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-130- 2.07% |
$5.66K - $5.85K
|
6.16K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-330- 8.5% |
$14.4K - $14.8K
|
3.55K
$159K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-963- 5.9% |
$41.9K - $43.3K
|
15.4K
$686K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2K- 18.57% |
$86.9K - $89.8K
|
8.76K
$391K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.02K- 25.8% |
$218K - $226K
|
14.4K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.12K- 19.23% |
$266K - $275K
|
25.7K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.8K- 55.39% |
$1.64M - $1.7M
|
30.4K
$1.36M
|
|