MTGP β€” WISDOMTREE TR

Ownership history in Insight Advisors, LLC/ PA  Β·  8 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported WISDOMTREE TR (MTGP) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.68% in 2025 Q1. The latest visible filing shows MTGP at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MTGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MTGP was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Insight Advisors, LLC/ PA held MTGP β€” position size vs. price
% of Fund (quarterly)    MTGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 97,196 +912 +0.9% 0.66% $4.3M 2026-02-14 (Est.) $44.76
2025 Q3 ADDED 96,284 +415 +0.4% 0.66% $4.3M 2025-11-10 $43.85
2025 Q2 ADDED 95,869 +6,137 +6.8% 0.68% $4.3M 2025-07-30 $42.41
2025 Q1 ADDED 89,732 +11,125 +14.2% 0.68% $3.9M 2025-04-11 $41.26
2024 Q4 ADDED 78,607 +15,602 +24.8% 0.57% $3.4M 2025-01-27 $40.95
2024 Q3 ADDED 63,005 +11,879 +23.2% 0.49% $2.8M 2024-10-15 $41.74
2024 Q2 ADDED 51,126 +22,223 +76.9% 0.40% $2.2M 2024-07-15 $40.60
2024 Q1 INITIATED 28,903 β€” β€” 0.24% $1.3M 2024-05-06 $39.40

FAQ About Insight Advisors, LLC/ PA and MTGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Advisors, LLC/ PA reported owning MTGP?

Insight Advisors, LLC/ PA reported MTGP across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MTGP position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for MTGP was 0.68% in 2025 Q1.

What is the latest reported MTGP position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 97,196 shares, equal to 0.66% of portfolio, with an estimated market value of $4.3M.

What does the chart on this MTGP ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly MTGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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