Stonebridge Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Stonebridge Wealth Management, LLC
- $106 Billion
- Q4 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 74,952 shares of DGRS stock, worth $3.6 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
74,952
Previous 81,250
7.75%
Holding current value
$3.6 Million
Previous $4.06 Billion
8.42%
% of portfolio
3.51%
Previous 3.48%
Shares
3 transactions
Others Institutions Holding DGRS
# of Institutions
133Shares Held
5.69MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC553KShares$26.6 Million0.01% of portfolio
-
Private Wealth Strategies, L.L.C.550KShares$26.5 Million5.29% of portfolio
-
Morgan Stanley New York, NY423KShares$20.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL417KShares$20 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC378KShares$18.2 Million0.0% of portfolio