SWM
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Stonebridge Wealth Management’s WisdomTree WT Stock Holding History

Stonebridge Wealth Management’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
2026
Q2 		$265K Hold
15,640
– – 0.24% 33
2026
Q1 		$228K Hold
15,640
– – 0.22% 35
2025
Q4 		$191K Sell
15,640
-500
-3% -$6.04K 0.18% 37
2025
Q3 		$224K Hold
16,140
– – 0.19% 32
2025
Q2 		$186K Buy
+16,140
New +$151K 0.18% 32

Other funds holding WT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Stonebridge Wealth Management's WT Position: Q2 2026 in Review

Stonebridge Wealth Management held its WisdomTree (WT) position steady in Q2 2026 at 15,640 shares worth $265K. The position accounts for 0.24% of the portfolio, ranked #33.

Stonebridge Wealth Management first reported a position in WT in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Stonebridge Wealth Management held 15,640 shares of WisdomTree worth $265K as of Q2 2026.
  • Stonebridge Wealth Management left its WisdomTree share count unchanged in Q2 2026.
  • WisdomTree made up 0.24% of Stonebridge Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Stonebridge Wealth Management first reported a position in WisdomTree in Q2 2025 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.