Position in WT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$264,941
+$37,223 QoQ
Shares Held
15,640
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#211
of 310 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stonebridge Wealth Management, LLC holds $264,941 across 1 Asset Management name. WT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WT |
WisdomTree, Inc.
This page
|
15,640 | $264,941 |
All Filings in WT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,941 | 15,640 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $227,718 | 15,640 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $190,651 | 15,640 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $224,346 | 16,140 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $185,771 | 16,140 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||