New Edge Advisors, LLC Wisdomtree Tr Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 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 66 shares of DWM stock, worth $3,993. This represents 0.0% of its overall portfolio holdings.
Number of Shares
66
Previous 66
-0.0%
Holding current value
$3,993
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DWM
# of Institutions
130Shares Held
5.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$63.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC506KShares$30.6 Million0.01% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL390KShares$23.6 Million2.19% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$22.1 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC342KShares$20.7 Million0.04% of portfolio