Stonebridge Wealth Management, LLC
- SEC CIK
- 0002082460
- Latest filing
- Jul 16, 2026
WT holding history
WisdomTree, Inc. in every 13F filed by Stonebridge Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WT overviewAll 13F holders of WTFull Q2 2026 holdings
- Shares (Q2 2026)
- 15,640
- Value
- $264.9K
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,640 | $264.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 15,640 | $227.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 15,640 | $190.7K | 0.2% | −500−3.1% | Reduced | Holders |
| Q3 2025 | 16,140 | $224.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 16,140 | $185.8K | 0.2% | – | No prior filing | Holders |