Stonebridge Wealth Management LLC Investment Activity Q1 2026: Significant Changes Observed

This quarter, Stonebridge Wealth Management LLC significantly increased its holdings in WisdomTree ETFs USFR and DES while reducing DGRS. The firm also initiated a new position with USIO INC.

By Insiderset.Jul 19, 2026, 10:19 PM
USFR
DGS
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Stonebridge Wealth Management, Llc
Stonebridge Wealth Management LLC Investment Activity Q1 2026: Significant Changes Observed
This quarter, Stonebridge Wealth Management LLC significantly increased its holdings in WisdomTree ETFs USFR and DES while reducing DGRS. The firm also initiated a new position with USIO INC.