Beacon Financial Advisory LLC Wisdomtree Tree Mortgage Plus Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,759 shares of MTGP stock, worth $390,914. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,759
Previous 10,756 18.57%
Holding current value
$390,914
Previous $477,000 18.24%
% of portfolio
0.1%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$43.53 - $44.97 $86,929 - $89,805
-1,997 Reduced 18.57%
8,759 $390,000
Q2 2025

Jul 22, 2025
SELL
$43.06 - $44.41 $170,216 - $175,552
-3,953 Reduced 26.87%
10,756 $477,000
Q1 2025

Apr 24, 2025
BUY
$42.64 - $44.05 $209,959 - $216,902
4,924 Added 50.32%
14,709 $644,000
Q4 2024

Jan 27, 2025
BUY
$43.02 - $45.21 $146,440 - $153,894
3,404 Added 53.35%
9,785 $422,000
Q3 2024

Oct 30, 2024
BUY
$42.89 - $45.8 $273,681 - $292,249
6,381 New
6,381 $287,000

Others Institutions Holding MTGP

# of Institutions
37
Shares Held
1.23M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TREE MORTGAGE PLUS

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  • Ticker MTGP
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