NA
DMO

NewEdge Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

NewEdge Advisors’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$494K Sell
45,921
-1,200
-3% -$13.2K ﹤0.01% 2002
2025
Q4 		$521K Hold
47,121
– – ﹤0.01% 1937
2025
Q3 		$552K Sell
47,121
-3,600
-7% -$42.8K ﹤0.01% 1754
2025
Q2 		$606K Buy
50,721
+300
+0.6% +$3.49K ﹤0.01% 1581
2025
Q1 		$596K Sell
50,421
-2,000
-4% -$23.6K ﹤0.01% 1489
2024
Q4 		$619K Sell
52,421
-5,000
-9% -$60.3K ﹤0.01% 1417
2024
Q3 		$687K Sell
57,421
-5,500
-9% -$66.4K ﹤0.01% 1286
2024
Q2 		$751K Sell
62,921
-1,900
-3% -$22.2K 0.01% 1197
2024
Q1 		$759K Sell
64,821
-13,900
-18% -$158K 0.01% 1132
2023
Q4 		$876K Buy
78,721
+9,400
+14% +$101K 0.01% 999
2023
Q3 		$742K Sell
69,321
-14,531
-17% -$158K 0.01% 996
2023
Q2 		$887K Buy
83,852
+2,565
+3% +$26.8K 0.01% 925
2023
Q1 		$864K Sell
81,287
-1,294
-2% -$14.2K 0.01% 848
2022
Q4 		$856K Sell
82,581
-4,092
-5% -$44.5K 0.02% 563
2022
Q3 		$963K Sell
86,673
-2,027
-2% -$24.3K 0.02% 656
2022
Q2 		$1.04M Sell
88,700
-5,188
-6% -$63.6K 0.02% 655
2022
Q1 		$1.25M Buy
93,888
+2,503
+3% +$35.9K 0.02% 567
2021
Q4 		$1.39M Buy
+91,385
New +$1.44M 0.02% 583

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

NewEdge Advisors's DMO Position: Q1 2026 in Review

NewEdge Advisors reduced its Western Asset Mortgage Opportunity Fund (DMO) stake by 2.5% in Q1 2026, selling an estimated $13.2K and leaving 45,921 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

NewEdge Advisors first reported a position in DMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q4 2021. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

  • NewEdge Advisors held 45,921 shares of Western Asset Mortgage Opportunity Fund worth $494K as of Q1 2026.
  • NewEdge Advisors sold 1,200 Western Asset Mortgage Opportunity Fund shares in Q1 2026, an estimated $13.2K.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2002 holding.
  • NewEdge Advisors first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Western Asset Mortgage Opportunity Fund position peaked at $1.39M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.