How many shares of DEM does Rockefeller Capital Management L.P. own?

As of 2026-Q2, Rockefeller Capital Management L.P. holds 294,717 shares of DEM (WISDOMTREE TR).

What is Rockefeller Capital Management L.P.'s DEM position worth?

As of 2026-Q2, Rockefeller Capital Management L.P.'s DEM position is worth $15.9M.

Is Rockefeller Capital Management L.P. buying or selling DEM?

In 2026-Q2, Rockefeller Capital Management L.P. increased their DEM position (+0.3% change in shares).

When did Rockefeller Capital Management L.P. first buy DEM?

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in DEM in 2019-Q3. They have held the position across 28 quarters.

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Rockefeller Capital Management L.P.

DEM
28 quarters

Position history for Rockefeller Capital Management L.P.'s holdings in WISDOMTREE TR

Current Value

$15.9M

Current Shares

294,717

Total Value Change

+$15.8M

Total Shares Change

+293,489

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	294,717	+0.3%	$15.9M	0.0%	$53.79	28
2026-Q1	Increased	293,957	+12.3%	$14.6M	0.0%	$49.82	32
2025-Q4	Increased	261,684	+12.0%	$12.2M	0.0%	$46.89	31
2025-Q3	Decreased	233,685	-36.0%	$10.7M	0.0%	$45.46	0
2025-Q2	Increased	365,144	+184.3%	$16.5M	0.0%	$43.91	46
2025-Q1	Increased	128,448	+146.3%	$5.4M	0.0%	$40.39	44
2024-Q4	Increased	52,147	+11.8%	$2.1M	0.0%	$38.57	29
2024-Q3	Increased	46,666	+3.4%	$2.1M	0.0%	$42.34	27
2024-Q2	Increased	45,129	+0.5%	$2M	0.0%	$40.04	26
2024-Q1	Increased	44,914	+4.0%	$1.9M	0.0%	$38.12	27
2023-Q4	Increased	43,200	+1.7%	$1.8M	0.0%	$36.87	26
2023-Q3	Increased	42,483	+15.9%	$1.6M	0.0%	$33.70	30
2023-Q2	Increased	36,648	+29.6%	$1.4M	0.0%	$33.31	32
2023-Q1	Increased	28,276	+75.2%	$1.1M	0.0%	$32.54	38
2022-Q4	Increased	16,137	+59.9%	$575,000	0.0%	$30.49	35
2022-Q3	Increased	10,091	+177.5%	$328,000	0.0%	$27.41	38
2022-Q2	Decreased	3,636	-18.3%	$134,000	0.0%	$30.22	0
2022-Q1	Decreased	4,451	-21.2%	$194,000	0.0%	$34.78	0
2021-Q4	Increased	5,651	+4.6%	$244,000	0.0%	$34.03	24
2021-Q3	Increased	5,401	+13.9%	$235,000	0.0%	$33.48	26
2021-Q2	Unchanged	4,742	0.0%	$216,000	0.0%	$34.57	0
2021-Q1	Increased	4,742	+15.9%	$210,000	0.0%	$32.95	26
2020-Q4	Increased	4,092	+8.6%	$168,000	0.0%	$30.58	25
2020-Q3	Decreased	3,767	-34.7%	$132,000	0.0%	$25.69	0
2020-Q2	Decreased	5,767	-45.9%	$208,000	0.0%	$26.25	0
2020-Q1	Increased	10,667	+339.3%	$344,000	0.0%	$22.65	38
2019-Q4	Increased	2,428	+97.7%	$111,000	0.0%	$32.25	35
2019-Q3	New	1,228	-	$51,000	0.0%	$28.95	28

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

DEM28 quarters

DEM
28 quarters