Purchases and Sales Made in Q4 2023 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
138KNew |
$5.57M - $6.06M
|
138K
$5.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
112KNew |
$4.51M - $4.91M
|
112K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
51.3K+ 336.02% |
$2.08M - $2.26M
|
66.6K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.3K+ 79.17% |
$1.83M - $2M
|
103K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.3KNew |
$1.83M - $1.99M
|
45.3K
$1.95M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.2KNew |
$1.1M - $1.2M
|
27.2K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 18.8% |
$829K - $902K
|
129K
$5.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.44K+ 125.27% |
$301K - $327K
|
13.4K
$575K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.22K+ 99.73% |
$252K - $274K
|
12.5K
$536K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.97K+ 52.4% |
$201K - $219K
|
14.4K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.06K+ 52.2% |
$164K - $179K
|
11.8K
$509K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21KNew |
$130K - $141K
|
3.21K
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 22.44% |
$92.4K - $101K
|
12.5K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
346+ 1.77% |
$14K - $15.2K
|
19.9K
$858K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
228New |
$9.22K - $10K
|
228
$9.81K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
31+ 0.53% |
$1.25K - $1.37K
|
5.84K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-469- 23.82% |
$19K - $20.7K
|
1.5K
$64.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-580- 1.0% |
$23.5K - $25.5K
|
57.2K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-685- 15.14% |
$27.7K - $30.2K
|
3.84K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.76K- 5.85% |
$71.3K - $77.6K
|
28.4K
$1.22M
|