New Edge Advisors, LLC Wisdomtree Tr Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 5,092 shares of DWM stock, worth $341,775. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,092
Previous 66
7615.15%
Holding current value
$341,775
Previous $4,000
8325.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DWM
# of Institutions
141Shares Held
5.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.01MShares$67.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC484KShares$32.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$26 Million0.0% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL387KShares$25.9 Million2.1% of portfolio
-
Wells Fargo & Company San Francisco, CA337KShares$22.6 Million0.0% of portfolio