Stonebridge Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History
Stonebridge Financial Group, LLC
- $1.03 Trillion
- Q2 2025
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
159Shares Held
13.8MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.25MShares$152 Million1.83% of portfolio
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Lpl Financial LLC Fort Mill, SC1.28MShares$86.2 Million0.03% of portfolio
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Private Wealth Strategies, L.L.C.1.27MShares$85.6 Million14.73% of portfolio
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Private Advisor Group, LLC1.06MShares$71.3 Million0.39% of portfolio
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Morgan Stanley New York, NY934KShares$63 Million0.0% of portfolio