New Edge Advisors, LLC Wisdomtree Tr Transaction History

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 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 $4,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66
Previous 66 -0.0%
Holding current value
$4,290
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$52.54 - $57.11 $3,467 - $3,769
66 New
66 $3,000
Q4 2022

Feb 14, 2023
BUY
$39.94 - $48.25 $11,742 - $14,185
294 New
294 $13,000

Others Institutions Holding DWM

# of Institutions
137
Shares Held
5.57M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email