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Wisdomtree Tr cmn shares owned by NewEdge Wealth

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by NewEdge Wealth from 13F filings

Historical chart of NewEdge Wealth investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 57k 40.10

More positions owned by NewEdge Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
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NVIDIA Corporation Call Option (NVDA)
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Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Meta Platforms Cl A (META)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Gilead Sciences (GILD)
Abbvie (ABBV)

View all positions for NewEdge Wealth

Top funds holding Wisdomtree Tr cmn

Morgan Stanley
Bank of America Corporation
ValMark Advisers
UBS Group
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
ESL Trust Services
Charles Schwab Investment Management
Elwood & Goetz Wealth Advisory Group
Resources Investment Advisors
Meitav Dash Investments
Warren Street Wealth Advisors
Advisor Group Holdings
Michael S. Ryan

View all funds holding Wisdomtree Tr cmn