Ae Wealth Management LLC Wisdomtree Tree Mortgage Plus Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 01, 2021	SELL	$50.64 - $51.2 $1.15 Million - $1.17 Million	-22,782 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$50.76 - $51.08 $1.16 Million - $1.16 Million	22,782 New	22,782 $1.16 Million

Others Institutions Holding MTGP

# of Institutions

34

Shares Held

1.29M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

171K
Shares

$7.49 Million
0.25% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

155K
Shares

$6.79 Million
2.81% of portfolio
Private Advisor Group, LLC

131K
Shares

$5.73 Million
0.03% of portfolio
Smartleaf Asset Management LLC Boston, MA

121K
Shares

$5.3 Million
0.53% of portfolio
Atria Investments LLC Charlotte, NC

115K
Shares

$5.06 Million
0.07% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
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