Stonebridge Wealth Management, LLC Wisdom Tree Investments, Inc. Transaction History
Stonebridge Wealth Management, LLC
- $106 Billion
- Q4 2025
A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 15,640 shares of WETF stock, worth $85,394. This represents 0.18% of its overall portfolio holdings.
Number of Shares
15,640
Previous 16,140
3.1%
Holding current value
$85,394
Previous $224 Million
15.02%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding WETF
# of Institutions
287Shares Held
142MCall Options Held
583KPut Options Held
41.3K-
Black Rock Inc. New York, NY18.5MShares$101 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.6MShares$79.5 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA9.67MShares$52.8 Million0.01% of portfolio
-
Azora Capital LP Miami, FL5.63MShares$30.7 Million1.64% of portfolio
-
State Street Corp Boston, MA5.32MShares$29 Million0.0% of portfolio
About WisdomTree Investments, Inc.
- Ticker WETF
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 146,584,992
- Market Cap $800M
- Description
- WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...