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
Other major holders of USFR: Kestra Advisory Services, LLC, JPMORGAN CHASE & CO, MORGAN STANLEY
Decreased |
| 7.6M |
-8.4% |
| $384.2M |
| 4.6% |
| $50.36 |
0 |
| 2025-Q4 | New | 8.3M | - | $419.2M | 4.7% | $50.16 | 86 |
| 2024-Q2 | Exited | 0 | -100.0% | $0 | 0.0% | $46.94 | 0 |