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 37 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
5,246
shares
|
$234,128
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
4,794
shares
|
$213,956
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,107
shares
|
$183,295
0.0% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,718
shares
|
$165,934
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
3,553
shares
|
$158,570
0.16% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,788
shares
|
$124,428
0.0% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
315
shares
|
$14,058
0.0% of portfolio
|
Q2 2025
Reduced 35.19%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
223
shares
|
$9,952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
22
shares
|
$981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
5
shares
|
$223
0.0% of portfolio
|
Q3 2025
Reduced 58.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|