Stonebridge Wealth Management, LLC Wisdomtree Tr U.S Transaction History

Stonebridge Wealth Management, LLC

  • $106 Billion
  • Q4 2025

A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 92,477 shares of DHS stock, worth $9.32 Million. This represents 8.9% of its overall portfolio holdings.

Number of Shares
92,477
Previous 96,135 3.81%
Holding current value
$9.32 Million
Previous $9.69 Billion 2.78%
% of portfolio
8.9%
Previous 8.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$97.62 - $101.16 $357,093 - $370,043
-3,658 Reduced 3.81%
92,477 $9.42 Billion
Q3 2025

Oct 17, 2025
SELL
$96.42 - $101.82 $225,140 - $237,749
-2,335 Reduced 2.37%
96,135 $9.69 Billion
Q2 2025

Aug 27, 2025
BUY
$87.71 - $98.37 $8.64 Million - $9.69 Million
98,470 New
98,470 $9.45 Billion

Others Institutions Holding DHS

# of Institutions
267
Shares Held
6.82M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
Track This Portfolio

Track Stonebridge Wealth Management, LLC Portfolio

Follow Stonebridge Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email