Purchases and Sales Made in Q4 2024 in Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
62.7KNew |
$2.7M - $2.84M
|
62.7K
$2.74M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
56KNew |
$2.41M - $2.53M
|
56K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26K+ 17.9% |
$1.12M - $1.17M
|
171K
$7.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 18.62% |
$780K - $819K
|
115K
$5.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
17.8K+ 12.93% |
$764K - $803K
|
155K
$6.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15.6K+ 24.76% |
$671K - $705K
|
78.6K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.72KNew |
$375K - $394K
|
8.72K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.49K+ 10.15% |
$365K - $384K
|
92.2K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.77K+ 15.8% |
$248K - $261K
|
42.3K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.6KNew |
$241K - $253K
|
5.6K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.83K+ 3.01% |
$165K - $173K
|
131K
$5.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.73K+ 3.18% |
$160K - $169K
|
121K
$5.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 53.35% |
$146K - $154K
|
9.79K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 10.97% |
$125K - $131K
|
29.3K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.79KNew |
$77.2K - $81.1K
|
1.79K
$78.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
584New |
$25.1K - $26.4K
|
584
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
159+ 6.14% |
$6.84K - $7.19K
|
2.75K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
129+ 268.75% |
$5.55K - $5.83K
|
177
$7.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94+ 0.69% |
$4.04K - $4.25K
|
13.8K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
58+ 38.41% |
$2.5K - $2.62K
|
209
$9.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21+ 0.44% |
$903 - $949
|
4.77K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43 - $45.2
|
1
$43.7
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-92- 1.64% |
$3.96K - $4.16K
|
5.51K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-380- 5.29% |
$16.3K - $17.2K
|
6.8K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-443- 7.1% |
$19.1K - $20K
|
5.8K
$254K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-764- 8.62% |
$32.9K - $34.5K
|
8.09K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.02K- 8.32% |
$173K - $182K
|
44.2K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.95K- 31.45% |
$428K - $450K
|
21.7K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 46.42% |
$458K - $481K
|
12.3K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.7K- 99.89% |
$1.36M - $1.43M
|
34
$1.49K
|