Stonebridge Wealth Management »

WisdomTree Investments shares owned by Stonebridge Wealth Management

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Stonebridge Wealth Management from 13F filings

Historical chart of Stonebridge Wealth Management investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Investments held by Stonebridge Wealth Management 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 Investments by Stonebridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $191k 16k 12.19
2025-09-30 $224k 16k 13.90
2025-06-30 $186k 16k 11.51

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 Itl High Div Fd (DTH)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
Abbvie (ABBV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Msci Usa Quality (GARP)
Apple (AAPL)

View all positions for Stonebridge Wealth Management

Top funds holding WisdomTree Investments

BlackRock
FMR
Vanguard Group
Wellington Management Company
Azora Capital
Simcoe Capital Management
State Street Corporation
Dimensional Fund Advisors
Goldman Sachs Group
Invesco
Arrowpoint Asset Management
Arrowstreet Capital, Limited Partnership
Geode Capital Management
Capital World Investors
Millennium Management

View all funds holding WisdomTree Investments