New Edge Advisors, LLC Wisdomtree Tr Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

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 $3,750. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,750

% of portfolio

0.0%

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

127

Shares Held

6.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$60.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$40.5 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

391K
Shares

$22.2 Million
1.98% of portfolio
Wealth Enhancement Advisory Services, LLC

379K
Shares

$21.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$19.9 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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