MTGP — WISDOMTREE TR

Ownership history in EJMK Ventures LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which EJMK Ventures LLC reported a position in WISDOMTREE TR (MTGP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.9% (2025 Q4)
Avg. % of fund
0.9%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 32,711 — — 0.90% $1.5M $44.27
% of Fund (quarterly)    MTGP price (monthly, adj. close)

Other funds also holding MTGP

As of 2025 Q4 — sorted by position size

Vericrest Private Wealth 4.26% INVENIO WEALTH PARTNERS LLC 3.11% WealthPoint Financial, LLC 1.5% Oxinas Partners, LLC 3Y 1.0% Insight Advisors, LLC/ PA 3Y 0.66% IHT Wealth Management, LLC 3Y 7Y 0.2% NBC SECURITIES, INC. 0.2% Empirical Asset Management, LLC 3Y 0.12% Beacon Financial Advisory LLC 3Y 0.07% Atria Investments, Inc 3Y 7Y 0.06%
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