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DEMDEM
Showing 8 of 16 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in WISDOMTREE TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 434,774 shares of DEM (WISDOMTREE TR), worth $23.4M as of 2026-Q2. The position was increased (+10.5% shares). DEM represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$23.4M

Current Shares

434,774

Total Value Change

+$8.3M

Total Shares Change

+91,175

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
434,774
+10.5%
$23.4M0.0%$53.79
32
2026-Q1
Decreased
393,304
-16.2%
$19.1M0.0%$49.82
0
2025-Q4
Increased
469,488
+9.7%
$22.3M0.0%$46.89
31
2025-Q3
Increased
428,079
+6.7%
$19.5M0.0%$45.46
30
2025-Q2
Increased
401,289
+5.3%
$18.5M0.0%$43.91
30
2025-Q1
Increased
380,899
+5.2%
$16M0.0%$40.39
30
2024-Q4
Increased
362,241
+5.4%
$14.7M0.0%$38.57
30
2024-Q3
Increased
343,599
+7.3%
$15.1M0.0%$42.34
30

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

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