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WisdomTree SmallCap Dividend Fund shares owned by Stonebridge Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Stonebridge Wealth Management from 13F filings

Historical chart of Stonebridge Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Stonebridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Stonebridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 229k 33.68
2025-06-30 $7.3M 228k 31.76

More positions owned by Stonebridge Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Dynamic Intl Sml (DDLS)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Itl High Div Fd (DTH)
United Homes Group *w Exp 03/30/202 (UHGWW)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
United Homes Group Cl A (UHG)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Abbvie (ABBV)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for Stonebridge Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund