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

Stonebridge Wealth Management, LLC

  • $106 Billion
  • Q4 2025

A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 146,631 shares of DES stock, worth $4.8 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares
146,631
Previous 229,113 36.0%
Holding current value
$4.8 Million
Previous $7.72 Billion 36.44%
% of portfolio
4.63%
Previous 6.62%

Shares

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

Jan 07, 2026
SELL
$32.32 - $33.89 $2.67 Million - $2.8 Million
-82,482 Reduced 36.0%
146,631 $4.9 Billion
Q3 2025

Oct 17, 2025
BUY
$31.31 - $34.54 $21,478 - $23,694
686 Added 0.3%
229,113 $7.72 Billion
Q2 2025

Aug 27, 2025
BUY
$28.02 - $32.37 $6.4 Million - $7.39 Million
228,427 New
228,427 $7.25 Billion

Others Institutions Holding DES

# of Institutions
382
Shares Held
30.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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