Institutional Ownership Wisdomtree Tree Mortgage Plus (MTGP)
This table provides information about the institutional ownership of Wisdomtree Tree Mortgage Plus (MTGP). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $58.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
170,946
shares
|
$7.48 Million
0.25% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
155,069
shares
|
$6.79 Million
2.81% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
130,936
shares
|
$5.73 Million
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
120,973
shares
|
$5.29 Million
0.53% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
115,467
shares
|
$5.05 Million
0.07% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
92,204
shares
|
$4.04 Million
0.0% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
89,732
shares
|
$3.93 Million
1.09% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
65,926
shares
|
$2.89 Million
2.94% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
61,902
shares
|
$2.71 Million
1.13% of portfolio
|
Q3 2023
Added 688.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
56,031
shares
|
$2.45 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
50,048
shares
|
$2.19 Million
0.19% of portfolio
|
Q1 2025
Added 147100.0%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
42,223
shares
|
$1.85 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
42,037
shares
|
$1.84 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,316
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
21,676
shares
|
$948,758
0.0% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
19,462
shares
|
$851,851
0.6% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,763
shares
|
$602,406
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,278
shares
|
$537,408
0.0% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,785
shares
|
$428,289
0.15% of portfolio
|
Q4 2024
Added 53.35%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
8,094
shares
|
$354,274
0.09% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
6,798
shares
|
$297,548
0.0% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,797
shares
|
$253,734
0.0% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
5,601
shares
|
$245,155
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
5,505
shares
|
$240,953
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,771
shares
|
$208,826
0.04% of portfolio
|
Q4 2024
Added 0.44%
|