Back to NewEdge Wealth, LLC NewEdge Wealth, LLC

USFRUSFR
10 quarters

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

NewEdge Wealth, LLC holds 11.1M shares of USFR (WISDOMTREE TR), worth $558.9M as of 2026-Q2. The position was increased (+45.4% shares). USFR represents 5.6% of NewEdge Wealth, LLC's portfolio.

Current Value

$558.9M

Current Shares

11.1M

Total Value Change

+$557.8M

Total Shares Change

+11.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11.1M
+45.4%
$558.9M5.6%$50.19
83
2026-Q1
Decreased
7.6M
-8.4%
$384.2M4.6%$49.72
0
2025-Q4
New
8.3M
-
$419.2M4.7%$49.26
86
2024-Q2
Exited
0
-100.0%
$00.0%$46.09
0
2024-Q1
Decreased
3,977
-47.1%
$200,2820.0%$45.46
0
2023-Q4
Decreased
7,517
-61.8%
$377,6770.0%$44.81
0
2023-Q3
Increased
19,689
+36.0%
$990,7460.0%$44.28
33
2023-Q2
Decreased
14,474
-34.0%
$728,3270.0%$43.88
0
2023-Q1
Increased
21,926
+9.2%
$1.1M0.0%$43.28
28
2022-Q4
New
20,071
-
$1M0.0%$42.80
35

Other major holders of USFR: JPMORGAN CHASE & CO, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used