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Stonebridge Financial Group (Pennsylvania)’s WisdomTree WT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,713
Closed -$51K – 955
2025
Q1 		$51K Hold
5,713
– – 0.01% 380
2024
Q4 		$60K Buy
+5,713
New +$61.8K 0.01% 355

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WT Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of WisdomTree (WT) in Q2 2025, closing a stake of 5,713 shares — an estimated $51K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in WT in Q4 2024 and held it in 2 quarters. The position peaked at $60K in Q4 2024. 247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining WisdomTree position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 5,713 WisdomTree shares in Q2 2025, an estimated $51K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in WisdomTree in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s WisdomTree position peaked at $60K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.