Position history for NewEdge Wealth, LLC's holdings in WISDOMTREE TR
NewEdge Wealth, LLC holds 8.3M shares of USFR (WISDOMTREE TR), worth $419.2M as of 2025-Q4. This is a new position. USFR represents 4.7% of NewEdge Wealth, LLC's portfolio.
Current Value
$419.2M
Current Shares
8.3M
Total Value Change
+$419.2M
Total Shares Change
+8.3M
Other major holders of USFR: Kestra Advisory Services, LLC, JPMORGAN CHASE & CO, MORGAN STANLEY
New |
| 8.3M |
- |
| $419.2M |
| 4.7% |
| $50.16 |
86 |
| 2024-Q2 | Exited | 0 | -100.0% | $0 | 0.0% | $46.94 | 0 |