Lpl Financial LLC Wisdomtree Tree Mortgage Plus Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tree Mortgage Plus stock. As of the latest transaction made, Lpl Financial LLC holds 96,993 shares of MTGP stock, worth $4.33 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

96,993

Previous 27,395 254.05%

Holding current value

$4.33 Million

Previous $1.22 Million 255.35%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$43.53 - $44.97 $3.03 Million - $3.13 Million	69,598 Added 254.05%	96,993 $4.32 Million
Q2 2025 Aug 12, 2025	BUY	$43.06 - $44.41 $393,051 - $405,374	9,128 Added 49.97%	27,395 $1.22 Million
Q1 2025 May 07, 2025	BUY	$42.64 - $44.05 $489,038 - $505,209	11,469 Added 168.71%	18,267 $800,000
Q4 2024 Feb 11, 2025	SELL	$43.02 - $45.21 $16,347 - $17,179	-380 Reduced 5.29%	6,798 $293,000
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

# of Institutions

Shares Held

1.23M

Call Options Held

Put Options Held

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Lpl Financial LLC Wisdomtree Tree Mortgage Plus Transaction History