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

111

Shares Held

4.59M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

830K
Shares

$63.6 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$25.8 Million
0.01% of portfolio
Prism Advisors, Inc.

268K
Shares

$20.5 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$18.7 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

217K
Shares

$16.7 Million
3.54% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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