Stonebridge Wealth Management
WT icon

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
Q3 		– Sell
-15,640
Closed -$265K – 37
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

Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Stonebridge Wealth Management's WT Position: Q3 2026 in Review

Stonebridge Wealth Management sold out of WisdomTree (WT) in Q3 2026, closing a stake of 15,640 shares — an estimated $265K sold.

Stonebridge Wealth Management first reported a position in WT in Q2 2025 and held it in 5 quarters. The position peaked at $265K in Q2 2026. 46 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • Stonebridge Wealth Management reported no remaining WisdomTree position as of Q3 2026 after selling out during the quarter.
  • Stonebridge Wealth Management sold 15,640 WisdomTree shares in Q3 2026, an estimated $265K.
  • Stonebridge Wealth Management first reported a position in WisdomTree in Q2 2025 and held it in 5 quarters.
  • Stonebridge Wealth Management's WisdomTree position peaked at $265K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.