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Position history for OPOrion Porfolio Solutions, LLC's holdings in WISDOMTREE TR

Orion Porfolio Solutions, LLC holds 90,403 shares of DEM (WISDOMTREE TR), worth $4.9M as of 2026-Q2. The position was decreased (-7.2% shares). DEM represents 0.0% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$4.9M

Current Shares

90,403

Total Value Change

-$866,973

Total Shares Change

-39,789

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
90,403
-7.2%
$4.9M0.0%$53.79
0
2026-Q1
Increased
97,427
+0.4%
$4.8M0.0%$49.82
27
2025-Q4
Decreased
97,043
-11.2%
$4.5M0.0%$46.89
0
2025-Q3
Increased
109,336
+0.2%
$5M0.0%$45.46
27
2025-Q2
Decreased
109,102
-7.0%
$4.9M0.0%$43.91
0
2025-Q1
Decreased
117,276
-6.3%
$4.9M0.0%$40.39
0
2024-Q4
Decreased
125,139
-3.9%
$5.1M0.1%$38.57
0
2024-Q3
Increased
130,192
+0.1%
$5.7M0.1%$42.34
27

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

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