New Edge Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, New Edge Advisors, LLC holds 6,403 shares of EPS stock, worth $445,584. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,403
Previous 6,690
4.29%
Holding current value
$445,584
Previous $428,000
3.04%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
166Shares Held
14.1MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.12MShares$147 Million1.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$93.7 Million0.03% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$88.4 Million14.73% of portfolio
-
Morgan Stanley New York, NY913KShares$63.5 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA832KShares$57.9 Million0.18% of portfolio