Stonebridge Financial Group »

Wisdomtree Us Smallcap Dividen mf shares owned by Stonebridge Financial Group

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Stonebridge Financial Group from 13F filings

Historical chart of Stonebridge Financial Group investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Us Smallcap Dividen mf held by Stonebridge Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 253k 49.98
2025-06-30 $12M 251k 46.55
2025-03-31 $11M 234k 46.50
2024-12-31 $9.4M 184k 51.23

More positions owned by Stonebridge Financial Group

Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Ishares Tr Core Div Grwth (DGRO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Gold Tr Gold Shs (GLD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Apple (AAPL)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Stonebridge Financial Group

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Morgan Stanley
Raymond James Financial
Stonebridge Financial Group
Lido Advisors
Lvm Capital Management
Linscomb & Williams
Commonwealth Equity Services
United Advisor Group
Royal Bank of Canada
UBS Group
XML Financial
Founders Financial Alliance
IFG Advisory
Stonebridge Wealth Management

View all funds holding Wisdomtree Us Smallcap Dividen mf