Stonebridge Wealth Management, LLC Wisdomtree Tr Transaction History
Stonebridge Wealth Management, LLC
- $117 Billion
- Q3 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 149,473 shares of DTH stock, worth $7.27 Million. This represents 6.3% of its overall portfolio holdings.
Number of Shares
149,473
Previous 148,134
0.9%
Holding current value
$7.27 Million
Previous $6.86 Billion
7.04%
% of portfolio
6.3%
Previous 6.47%
Shares
2 transactions
Others Institutions Holding DTH
# of Institutions
112Shares Held
6.49MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.35MShares$65.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC800KShares$38.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY743KShares$36.1 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS341KShares$16.6 Million0.02% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA161KShares$7.84 Million0.08% of portfolio