Stonebridge Wealth Management, LLC Wisdomtree Tr Dynamic Currency Transaction History

Stonebridge Wealth Management, LLC

  • $117 Billion
  • Q3 2025

A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 235,346 shares of DDLS stock, worth $9.8 Million. This represents 8.47% of its overall portfolio holdings.

Number of Shares
235,346
Previous 234,131 0.52%
Holding current value
$9.8 Million
Previous $9.25 Billion 6.73%
% of portfolio
8.47%
Previous 8.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$39.51 - $42.64 $48,004 - $51,807
1,215 Added 0.52%
235,346 $9.87 Billion
Q2 2025

Aug 27, 2025
BUY
$32.08 - $39.57 $7.51 Million - $9.26 Million
234,131 New
234,131 $9.25 Billion

Others Institutions Holding DDLS

# of Institutions
43
Shares Held
1.42M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR DYNAMIC CURRENCY

DDLS Quotes by TradingView
  • Ticker DDLS
  • Sector ETFs
  • Industry ETFs
More about DDLS
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