New Edge Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,563 shares of DTD stock, worth $299,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,563
Previous 3,616
1.47%
Holding current value
$299,042
Previous $287,000
4.18%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding DTD
# of Institutions
220Shares Held
9.14MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.64MShares$138 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.11MShares$93.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC799KShares$67.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA382KShares$32.1 Million0.01% of portfolio
-
626 Financial, LLC309KShares$25.9 Million12.13% of portfolio