First Wilshire Securities Management Inc Wisdomtree Tree Mortgage Plus Transaction History
First Wilshire Securities Management Inc
- $368 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding MTGP
# of Institutions
34Shares Held
1.2MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL171KShares$7.35 Million0.25% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL155KShares$6.67 Million2.81% of portfolio
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Private Advisor Group, LLC131KShares$5.63 Million0.03% of portfolio
-
Smartleaf Asset Management LLC Boston, MA121KShares$5.2 Million0.53% of portfolio
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Atria Investments LLC Charlotte, NC115KShares$4.97 Million0.07% of portfolio