Question 1

How many shares of DEM does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC holds 435,794 shares of DEM (WISDOMTREE TR).

Question 2

What is Kestra Advisory Services, LLC's DEM position worth?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC's DEM position is worth $23.4M.

Question 3

Is Kestra Advisory Services, LLC buying or selling DEM?

Accepted Answer

In 2026-Q2, Kestra Advisory Services, LLC decreased their DEM position (-2.2% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy DEM?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in DEM in 2024-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	435,794	-2.2%	$23.4M	0.1%	$53.79	0
2026-Q1	Increased	445,572	+39.2%	$22.1M	0.1%	$49.82	38
2025-Q4	Increased	320,109	+32.8%	$15M	0.1%	$46.89	36
2025-Q3	Decreased	241,000	-5.3%	$11.1M	0.1%	$45.46	0
2025-Q2	Increased	254,558	+57.1%	$11.5M	0.1%	$43.91	40
2025-Q1	Decreased	162,074	-26.2%	$6.8M	0.0%	$40.39	0
2024-Q4	Increased	219,482	+30.5%	$8.9M	0.0%	$38.57	35
2024-Q3	Decreased	168,185	-50.0%	$7.4M	0.0%	$42.34	0

DEMShowing 8 of 24 quarters

DEM
Showing 8 of 24 quarters