New Edge Advisors, LLC Wisdomtree Tr Emerging Mkts Qu Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$25.02 - $27.43 $269,340 - $295,283	10,765 Added 21.94%	59,833 $1.5 Million
Q3 2024 Nov 14, 2024	BUY	$25.18 - $28.27 $209,749 - $235,489	8,330 Added 20.45%	49,068 $1.36 Million
Q2 2024 Aug 15, 2024	BUY	$24.62 - $26.49 $998,168 - $1.07 Million	40,543 Added 20791.28%	40,738 $1.08 Million
Q1 2024 May 14, 2024	SELL	$23.68 - $25.77 $1,468 - $1,597	-62 Reduced 24.12%	195 $5,000
Q4 2023 Feb 13, 2024	SELL	$21.27 - $24.58 $1,127 - $1,302	-53 Reduced 17.1%	257 $6,000
Q3 2023 Nov 14, 2023	SELL	$22.14 - $23.84 $6,819 - $7,342	-308 Reduced 49.84%	310 $6,000
Q2 2023 Aug 14, 2023	BUY	$21.78 - $23.47 $13,460 - $14,504	618 New	618 $14,000

Others Institutions Holding DGRE

# of Institutions

56

Shares Held

3.4M

Call Options Held

0

Put Options Held

0

One Capital Management, LLC Westlake Village, CA

1.12M
Shares

$33 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

608K
Shares

$18 Million
0.01% of portfolio
Simpli Fi, Inc.

201K
Shares

$5.93 Million
3.07% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

156K
Shares

$4.62 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

132K
Shares

$3.9 Million
0.01% of portfolio

About WISDOMTREE TR EMERGING MKTS QU

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