Parallel Advisors, LLC Wisdomtree Tree Mortgage Plus Transaction History

Parallel Advisors, LLC

$4.18 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 16, 2020	SELL	$49.96 - $51.3 $9,542 - $9,798	-191 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$49.03 - $51.7 $9,364 - $9,874	191 New	191 $9,000

Others Institutions Holding MTGP

# of Institutions

30

Shares Held

1.12M

Call Options Held

0

Put Options Held

0

Iht Wealth Management, LLC Chicago, IL

145K
Shares

$6.24 Million
0.19% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

137K
Shares

$5.91 Million
2.68% of portfolio
Private Advisor Group, LLC

127K
Shares

$5.47 Million
0.04% of portfolio
Smartleaf Asset Management LLC Boston, MA

117K
Shares

$5.05 Million
0.64% of portfolio
Atria Investments LLC Charlotte, NC

97.3K
Shares

$4.19 Million
0.06% of portfolio

About WISDOMTREE TREE MORTGAGE PLUS

Ticker MTGP
Sector ETFs
Industry ETFs

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