New Edge Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$52.5 - $60.43 $81,270 - $93,545	1,548 New	1,548 $88,000

Others Institutions Holding WTV

# of Institutions

107

Shares Held

4.84M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

830K
Shares

$68.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$27.9 Million
0.01% of portfolio
Horizon Wealth Management, LLC

333K
Shares

$27.6 Million
4.85% of portfolio
Prism Advisors, Inc.

268K
Shares

$22.2 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$20.2 Million
0.03% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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