A detailed history of Lpl Financial LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Lpl Financial LLC holds 7,178 shares of MTGP stock, worth $310,879. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,178
Previous 12,806 43.95%
Holding current value
$310,879
Previous $552,000 41.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$42.89 - $45.8 $241,384 - $257,762
-5,628 Reduced 43.95%
7,178 $323,000
Q2 2024

Aug 07, 2024

SELL
$42.16 - $43.53 $1.64 Million - $1.69 Million
-38,880 Reduced 75.22%
12,806 $552,000
Q1 2024

May 10, 2024

SELL
$42.95 - $44.16 $236,525 - $243,189
-5,507 Reduced 9.63%
51,686 $2.24 Million
Q4 2023

Feb 14, 2024

SELL
$40.46 - $44.04 $23,466 - $25,543
-580 Reduced 1.0%
57,193 $2.51 Million
Q3 2023

Nov 13, 2023

BUY
$41.52 - $43.72 $273,035 - $287,502
6,576 Added 12.84%
57,773 $2.41 Million
Q2 2023

Jul 31, 2023

BUY
$43.17 - $44.74 $257,250 - $266,605
5,959 Added 13.17%
51,197 $2.22 Million
Q1 2023

May 10, 2023

BUY
$42.99 - $44.88 $1.71 Million - $1.78 Million
39,750 Added 724.31%
45,238 $1.99 Million
Q4 2022

Feb 07, 2023

SELL
$42.32 - $44.58 $28,566 - $30,091
-675 Reduced 10.95%
5,488 $238,000
Q3 2022

Nov 14, 2022

SELL
$43.33 - $46.98 $74,657 - $80,946
-1,723 Reduced 21.85%
6,163 $269,000
Q2 2022

Aug 12, 2022

SELL
$44.98 - $47.77 $2.41 Million - $2.56 Million
-53,491 Reduced 87.15%
7,886 $362,000
Q1 2022

May 16, 2022

BUY
$47.58 - $50.17 $268,018 - $282,607
5,633 Added 10.11%
61,377 $2.94 Million
Q4 2021

Feb 14, 2022

BUY
$50.18 - $50.92 $2.6 Million - $2.63 Million
51,734 Added 1290.12%
55,744 $2.8 Million
Q3 2021

Nov 15, 2021

BUY
$50.64 - $51.2 $203,066 - $205,312
4,010 New
4,010 $203,000

Others Institutions Holding MTGP

About WISDOMTREE TREE MORTGAGE PLUS


  • Ticker MTGP
  • Sector ETFs
  • Industry ETFs
More about MTGP
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