New Edge Advisors, LLC Wisdomtree Tr Intl Quality Div Transaction History

New Edge Advisors, LLC

$11.2 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$30.58 - $36.39 $164,856 - $196,178	5,391 Added 32.17%	22,151 $803,000
Q3 2023 Nov 14, 2023	BUY	$31.67 - $35.14 $530,789 - $588,946	16,760 New	16,760 $536,000

Others Institutions Holding IQDG

# of Institutions

112

Shares Held

21.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.59M
Shares

$136 Million
0.01% of portfolio
One Capital Management, LLC Westlake Village, CA

2.4M
Shares

$91 Million
3.5% of portfolio
Bank Of America Corp Charlotte, NC

2.37M
Shares

$89.8 Million
0.01% of portfolio
Prime Capital Investment Advisors, LLC Overland Park, KS

1.31M
Shares

$49.6 Million
0.7% of portfolio
Hennion & Walsh Asset Management, Inc.

1.27M
Shares

$47.9 Million
2.62% of portfolio

About WISDOMTREE TR INTL QUALITY DIV

Ticker IQDG
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