Stonebridge Wealth Management, LLC Wisdomtree Tr Transaction History
Stonebridge Wealth Management, LLC
- $106 Billion
- Q4 2025
A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 147,723 shares of DTH stock, worth $7.39 Million. This represents 7.2% of its overall portfolio holdings.
Number of Shares
147,723
Previous 149,473
1.17%
Holding current value
$7.39 Million
Previous $7.35 Billion
3.76%
% of portfolio
7.2%
Previous 6.3%
Shares
3 transactions
Others Institutions Holding DTH
# of Institutions
114Shares Held
6.72MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.39MShares$69.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC852KShares$42.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY785KShares$39.3 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS450KShares$22.5 Million0.03% of portfolio
-
Envestnet Asset Management Inc130KShares$6.5 Million0.0% of portfolio