Question 1

How many shares of DEM does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 83,108 shares of DEM (WISDOMTREE TR).

Question 2

What is Steward Partners Investment Advisory, LLC's DEM position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's DEM position is worth $4.5M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling DEM?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their DEM position (-0.5% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy DEM?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in DEM in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	83,108	-0.5%	$4.5M	0.0%	$53.79	0
2026-Q1	Increased	83,494	+2.1%	$4.1M	0.0%	$49.82	27
2025-Q4	Decreased	81,762	-0.5%	$3.8M	0.0%	$46.89	0
2025-Q3	Increased	82,146	+1.7%	$3.8M	0.0%	$45.46	27
2025-Q2	Increased	80,745	+0.2%	$3.7M	0.0%	$43.91	27
2025-Q1	Increased	80,573	+5.7%	$3.4M	0.0%	$40.39	28
2024-Q4	Increased	76,247	+3.5%	$3.1M	0.0%	$38.57	27
2024-Q3	Increased	73,687	+3.2%	$3.2M	0.0%	$42.34	27
2024-Q2	Increased	71,406	+0.4%	$3.1M	0.0%	$40.04	26
2024-Q1	Decreased	71,139	-2.0%	$3M	0.0%	$38.12	0
2023-Q4	Decreased	72,560	-3.0%	$3M	0.0%	$36.87	0
2023-Q3	Decreased	74,805	-1.6%	$2.8M	0.0%	$33.70	0
2023-Q2	Decreased	76,012	-3.2%	$2.9M	0.0%	$33.31	0
2023-Q1	Increased	78,528	+4.5%	$3M	0.0%	$32.54	28
2022-Q4	Increased	75,122	+11.5%	$2.7M	0.0%	$30.49	29
2022-Q3	Increased	67,360	+0.4%	$2.2M	0.0%	$27.41	26
2022-Q2	Increased	67,114	+8.3%	$2.5M	0.0%	$30.22	28
2022-Q1	Increased	61,943	+11.1%	$2.7M	0.0%	$34.78	29
2021-Q4	Increased	55,743	+8.9%	$2.4M	0.0%	$34.03	28
2021-Q3	Decreased	51,200	-2.8%	$2.2M	0.0%	$33.48	0
2021-Q2	Decreased	52,660	-50.7%	$2.4M	0.0%	$34.57	0
2021-Q1	Increased	106,862	+113.0%	$2.4B	0.0%	$32.95	51
2020-Q4	Decreased	50,160	-0.5%	$2.1M	0.0%	$30.58	0
2020-Q3	Increased	50,408	+4.9%	$1.8M	0.0%	$25.69	27
2020-Q2	Decreased	48,061	-5.7%	$1.7M	0.0%	$26.25	0
2020-Q1	Decreased	50,966	-14.6%	$1.6M	0.1%	$22.65	0
2019-Q4	Increased	59,709	+0.2%	$2.7M	0.1%	$32.25	26
2019-Q3	Decreased	59,577	-5.6%	$2.5M	0.1%	$28.95	0
2019-Q2	Decreased	63,113	-1.1%	$2.8M	0.1%	$30.53	0
2019-Q1	New	63,799	-	$2.8M	0.1%	$29.61	43

DEM30 quarters

DEM
30 quarters