As of 30 Sep 2025, 36 institutional investors reported holding 1,156,498 shares of WISDOMTREE TR - MORTGAGE PLUS BD (MTGP).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 10,638 | $473,870 | -$224,557 | $44.55 | 2 |
| 2025 Q3 | 1,156,498 | $51,536,980 | +$2,091,251 | $44.55 | 36 |
| 2025 Q2 | 1,109,791 | $49,222,058 | +$1,243,245 | $44.41 | 37 |
| 2025 Q1 | 1,078,304 | $47,265,600 | -$5,846,362 | $43.83 | 39 |
| 2024 Q4 | 1,212,145 | $52,353,390 | +$1,751,972 | $43.20 | 32 |
| 2024 Q3 | 1,051,143 | $47,396,405 | +$7,101,689 | $45.08 | 29 |
| 2024 Q2 | 887,926 | $38,321,346 | -$2,725,270 | $43.13 | 26 |
| 2024 Q1 | 977,763 | $42,528,802 | +$8,720,262 | $43.40 | 26 |
| 2023 Q4 | 7,513 | $329,705 | $43.88 | 1 | |
| 2023 Q3 | 434,173 | $18,134,655 | +$2,916,772 | $41.67 | 18 |
| 2023 Q2 | 351,482 | $15,223,938 | +$1,433,116 | $43.39 | 17 |
| 2023 Q1 | 316,255 | $13,943,031 | +$18,822 | $44.08 | 17 |
| 2022 Q4 | 324,483 | $14,165,240 | +$3,098,276 | $43.53 | 17 |
| 2022 Q3 | 234,894 | $10,220,000 | -$13,540,252 | $43.64 | 15 |
| 2022 Q2 | 532,770 | $24,461,000 | +$7,841,562 | $45.86 | 22 |
| 2022 Q1 | 361,702 | $17,315,000 | +$1,553,777 | $47.90 | 14 |
| 2021 Q4 | 366,318 | $18,405,000 | -$2,718,605 | $50.25 | 13 |
| 2021 Q3 | 417,164 | $21,140,000 | +$4,436,403 | $50.68 | 11 |
| 2021 Q2 | 330,282 | $16,808,000 | +$828,344 | $50.88 | 10 |
| 2021 Q1 | 314,080 | $15,957,000 | -$1,772,947 | $50.80 | 14 |
| 2020 Q4 | 348,899 | $17,938,000 | +$3,285,149 | $51.41 | 9 |
| 2020 Q3 | 285,014 | $14,739,000 | +$3,075,974 | $51.70 | 7 |
| 2020 Q2 | 205,941 | $10,561,000 | -$3,704,484 | $51.28 | 6 |
| 2020 Q1 | 279,715 | $13,985,000 | +$9,425,484 | $50.00 | 9 |
| 2019 Q4 | 91,120 | $4,584,000 | +$4,545,002 | $51.45 | 3 |
| 2019 Q3 | 758 | $39,000 | $0 | $51.45 | 1 |
| 2019 Q2 | 758 | $39,000 | $0 | $51.45 | 1 |
| 2019 Q1 | 758 | $39,000 | $0 | $51.45 | 1 |