A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Envestnet Asset Management Inc holds 31,623 shares of MTGP stock, worth $1.37 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31,623
Previous 32,126 1.57%
Holding current value
$1.37 Million
Previous $1.39 Million 2.89%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$42.89 - $45.8 $21,573 - $23,037
-503 Reduced 1.57%
31,623 $1.43 Million
Q2 2024

Aug 08, 2024

BUY
$42.16 - $43.53 $59,108 - $61,029
1,402 Added 4.56%
32,126 $1.39 Million
Q1 2024

May 13, 2024

BUY
$42.95 - $44.16 $101,104 - $103,952
2,354 Added 8.3%
30,724 $1.33 Million
Q4 2023

Feb 13, 2024

SELL
$40.46 - $44.04 $71,330 - $77,642
-1,763 Reduced 5.85%
28,370 $1.24 Million
Q3 2023

Nov 13, 2023

BUY
$41.52 - $43.72 $96,575 - $101,692
2,326 Added 8.36%
30,133 $1.26 Million
Q2 2023

Aug 04, 2023

BUY
$43.17 - $44.74 $29,053 - $30,110
673 Added 2.48%
27,807 $1.21 Million
Q1 2023

May 11, 2023

BUY
$42.99 - $44.88 $41,743 - $43,578
971 Added 3.71%
27,134 $1.2 Million
Q4 2022

Feb 07, 2023

BUY
$42.32 - $44.58 $153,325 - $161,513
3,623 Added 16.07%
26,163 $1.14 Million
Q3 2022

Nov 10, 2022

BUY
$43.33 - $46.98 $741,072 - $803,498
17,103 Added 314.57%
22,540 $983,000
Q2 2022

Aug 03, 2022

SELL
$44.98 - $47.77 $6,252 - $6,640
-139 Reduced 2.49%
5,437 $249,000
Q1 2022

May 04, 2022

BUY
$47.58 - $50.17 $46,628 - $49,166
980 Added 21.32%
5,576 $267,000
Q4 2021

Feb 04, 2022

BUY
$50.18 - $50.92 $230,627 - $234,028
4,596 New
4,596 $231,000

Others Institutions Holding MTGP

About WISDOMTREE TREE MORTGAGE PLUS


  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.