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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in WISDOMTREE TR

NewEdge Advisors, LLC holds 60,076 shares of USMF (WISDOMTREE TR), worth $3.3M as of 2026-Q2. The position was decreased (-3.5% shares). USMF represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$3.3M

Current Shares

60,076

Total Value Change

+$3.3M

Total Shares Change

+60,001

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
60,076
-3.5%
$3.3M0.0%$54.24
0
2026-Q1
Decreased
62,248
-12.1%
$3.1M0.0%$51.45
0
2025-Q4
Decreased
70,808
-9.3%
$3.6M0.0%$51.70
0
2025-Q3
Decreased
78,093
-4.4%
$4.1M0.0%$52.15
0
2025-Q2
Increased
81,724
+1089x
$4.2M0.0%$50.51
43
2025-Q1
Unchanged
75
0.0%
$3,7220.0%$48.84
0
2024-Q4
Unchanged
75
0.0%
$3,7260.0%$49.06
0
2024-Q3
Unchanged
75
0.0%
$3,6650.0%$47.92
0

Other major holders of USMF: Lido Advisors, LLC, HighTower Advisors, LLC

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