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WTPIWTPI
7 quarters

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

NewEdge Advisors, LLC holds 40,600 shares of WTPI (WISDOMTREE TR), worth $1.3M as of 2026-Q2. The position was decreased (-13.9% shares). WTPI represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$1.3M

Current Shares

40,600

Total Value Change

+$543,341

Total Shares Change

+16,795

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,600
-13.9%
$1.3M0.0%$32.14
0
2026-Q1
Increased
47,141
+12.7%
$1.5M0.0%$30.35
29
2025-Q4
Decreased
41,824
-37.1%
$1.4M0.0%$30.86
0
2025-Q3
Increased
66,512
+63.9%
$2.2M0.0%$29.76
38
2025-Q2
New
40,581
-
$1.3M0.0%$27.81
35
2024-Q4
Exited
0
-100.0%
$00.0%$26.97
0
2024-Q3
New
23,805
-
$787,9460.0%$26.28
34

Other major holders of WTPI: LPL Financial LLC, MORGAN STANLEY

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