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Position history for ASSETMARK, INCASSETMARK, INC's holdings in WISDOMTREE TR

ASSETMARK, INC holds 295,951 shares of DEM (WISDOMTREE TR), worth $15.9M as of 2026-Q2. The position was decreased (-22.0% shares). DEM represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$15.9M

Current Shares

295,951

Total Value Change

-$602,887

Total Shares Change

-79,466

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
295,951
-22.0%
$15.9M0.0%$53.79
0
2026-Q1
Decreased
379,386
-0.8%
$18.9M0.0%$49.82
0
2025-Q4
Increased
382,581
+1.2%
$17.9M0.0%$46.89
29
2025-Q3
Decreased
377,979
-2.2%
$17.4M0.0%$45.46
0
2025-Q2
Increased
386,617
+0.8%
$17.5M0.0%$43.91
28
2025-Q1
Increased
383,602
+0.3%
$16.1M0.0%$40.39
28
2024-Q4
Increased
382,260
+1.8%
$15.5M0.0%$38.57
29
2024-Q3
Decreased
375,417
-3.5%
$16.5M0.0%$42.34
0

Other major holders of DEM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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