Stonebridge Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Stonebridge Wealth Management, LLC
- $117 Billion
- Q3 2025
A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 81,250 shares of DGRS stock, worth $4.1 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
81,250
Previous 85,161
4.59%
Holding current value
$4.1 Million
Previous $3.96 Billion
2.44%
% of portfolio
3.48%
Previous 3.74%
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
130Shares Held
5.78MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC629KShares$31.8 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$27.8 Million5.29% of portfolio
-
Morgan Stanley New York, NY427KShares$21.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL410KShares$20.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC389KShares$19.7 Million0.0% of portfolio