Defined Financial Planning LLC Wisdomtree Tree Mortgage Plus Transaction History

Defined Financial Planning LLC

  • $121 Billion
  • Q3 2025

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Defined Financial Planning LLC holds 84,968 shares of MTGP stock, worth $3.79 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
84,968
Previous 69,291 22.62%
Holding current value
$3.79 Million
Previous $3.02 Billion 25.82%
% of portfolio
3.15%
Previous 2.68%

Shares

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

Oct 14, 2025
BUY
$43.53 - $44.97 $682,419 - $704,994
15,677 Added 22.62%
84,968 $3.8 Billion
Q2 2025

Jul 22, 2025
BUY
$43.06 - $44.41 $144,896 - $149,439
3,365 Added 5.1%
69,291 $3.02 Billion
Q1 2025

Apr 15, 2025
BUY
$42.64 - $44.05 $136,064 - $140,563
3,191 Added 5.09%
65,926 $2.9 Billion
Q4 2024

Feb 13, 2025
BUY
$43.02 - $45.21 $2.7 Million - $2.84 Million
62,735 New
62,735 $2.71 Billion

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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