Stonebridge Financial Group’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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 +$60K 0.01% 355