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USFR
3 quarters

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

NewEdge Wealth, LLC holds 7.6M shares of USFR (WISDOMTREE TR), worth $384.2M as of 2026-Q1. The position was decreased (-8.4% shares). USFR represents 4.6% of NewEdge Wealth, LLC's portfolio.

Current Value

$384.2M

Current Shares

7.6M

Total Value Change

+$384.2M

Total Shares Change

+7.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
7.6M
-8.4%
$384.2M4.6%$50.36
0
2025-Q4
New
8.3M
-
$419.2M4.7%$50.16
86
2024-Q2
Exited
0
-100.0%
$00.0%$46.94
0

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

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