# WISDOMTREE TR (DEM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DEM/

- Reporting holders: 23
- Reported value: $41.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $15.1M | 273,163 | 1.3% | 9 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $5.4M | 96,845 | 4.8% | 6 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $5.4M | 96,781 | 0.9% | 13 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $3.0M | 54,123 | 0.7% | 20 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.3M | 41,356 | 0.2% | 17 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $2.2M | 40,507 | 1.2% | 8 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $1.5M | 26,408 | 1.0% | 8 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $1.4M | 24,932 | 0.2% | 15 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $824.2K | 14,901 | 0.0% | 3 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $810.6K | 14,655 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $810.4K | 14,651 | 0.0% | 16 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $625.9K | 11,317 | 0.1% | 31 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $517.8K | 9,362 | 0.0% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $444.9K | 8,043 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $350.1K | 6,330 | 0.1% | 15 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $269.7K | 4,877 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $90.4K | 1,634 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $89.4K | 1,617 | 0.0% | 11 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $65.3K | 1,180 | 0.0% | 4 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $44.2K | 800 | 0.0% | 7 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $12.8K | 232 | 0.0% | 10 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $7.3K | 132 | 0.0% | 1 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $6.9K | 125 | 0.0% | 18 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2.6K | 46,790 | 0.1% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $41.1M |
| Q2 2026 | 371 | $2.8B |
| Q1 2026 | 351 | $2.7B |
| Q4 2025 | 353 | $2.2B |
| Q3 2025 | 322 | $2.2B |
| Q2 2025 | 326 | $2.2B |
| Q1 2025 | 306 | $1.9B |
| Q4 2024 | 319 | $1.8B |
| Q3 2024 | 306 | $1.9B |
| Q2 2024 | 299 | $1.9B |
| Q1 2024 | 301 | $2.2B |
| Q4 2023 | 298 | $1.9B |