DEM · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (DEM)
Who is buying and selling DEM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 41
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DEM at a glance
- No open-market insider purchases or sales of DEM were filed in the last 90 days.
- 41 13F filers hold DEM among their 50 largest positions, worth $296.4M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (4.8%), Good Harbor Advisors, Inc. (3.9%) and Arbor Trust Wealth Advisors, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in DEM.
DEM insider trading
No open-market insider purchases or sales of DEM were filed in the last 90 days.
Who owns DEM? Hedge funds and superinvestors
41 13F filers hold DEM among their 50 largest positions, worth $296.4M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (4.8%), Good Harbor Advisors, Inc. (3.9%) and Arbor Trust Wealth Advisors, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Kestra Investment Management, LLCInstitutional asset manager | 1.7% | $90.2M | 1,677,279 | -12.2% shares | Q2 2026 |
| Signature Estate & Investment Advisors LLCWealth manager | 0.4% | $22.1M | 398,744 | -1.0% shares | Q3 2026 |
| Aspiriant, LLCWealth manager | 0.5% | $19.5M | 353,031 | -2.2% shares | Q3 2026 |
| Canandaigua National Bank & Trust CoBank & trust | 1.3% | $15.1M | 273,163 | +0.9% shares | Q3 2026 |
| Linscomb Wealth, Inc.Wealth manager | 0.6% | $13.6M | 252,249 | -7.8% shares | Q2 2026 |
| Canandaigua National CorpBank & trust | 1.2% | $12.9M | 259,477 | — | Q1 2026 |
| AssuredPartners Investment Advisors, LLCInstitutional asset manager | 0.9% | $9.3M | 172,446 | +1.3% shares | Q2 2026 |
| Inspire Advisors, LLCWealth manager | 0.6% | $9.0M | 167,626 | +1.1% shares | Q2 2026 |
| Private Wealth Advisors, LLCWealth manager | 2.6% | $8.6M | 160,714 | -6.7% shares | Q2 2026 |
| Hamilton Wealth, LLCWealth manager | 1.6% | $8.6M | 158,988 | — | Q2 2026 |
| Cascade Financial Partners, LLCWealth manager | 0.6% | $7.0M | 129,281 | +1.5% shares | Q2 2026 |
| Cheviot Value Management, LLCWealth manager | 0.7% | $6.9M | 127,512 | +0.1% shares | Q2 2026 |
| Arbor Trust Wealth Advisors, LLCWealth manager | 2.7% | $6.7M | 123,876 | -3.7% shares | Q2 2026 |
| Freedom Day Solutions, LLCWealth manager | 1.4% | $6.4M | 115,636 | +20.2% shares | Q3 2026 |
| Stonebridge Wealth Management, LLCWealth manager | 4.8% | $5.4M | 96,845 | +0.8% shares | Q3 2026 |
| Investors Research CorpWealth manager | 0.9% | $5.4M | 96,781 | +9.3% shares | Q3 2026 |
| Old Port AdvisorsWealth manager | 1.1% | $5.3M | 94,958 | +0.8% shares | Q3 2026 |
| Viewpoint Investment Partners CorpHedge fund | 1.3% | $4.3M | 77,000 | +17.4% shares | Q3 2026 |
| Good Harbor Advisors, Inc.Wealth manager | 3.9% | $4.2M | 76,497 | +13.8% shares | Q3 2026 |
| Meramec Financial Planners, LLCWealth manager | 1.5% | $4.0M | 75,590 | -28.7% shares | Q2 2026 |
| Endowment Wealth Management, Inc.Wealth manager | 1.6% | $4.0M | 74,809 | +6.7% shares | Q2 2026 |
| Apeiron RIA LLCWealth manager | 0.7% | $3.0M | 54,123 | -1.4% shares | Q3 2026 |
| Axis Wealth Partners, LLCWealth manager | 1.4% | $3.0M | 54,925 | -5.3% shares | Q2 2026 |
| Ffg Retirement Advisors LLCWealth manager | 1.2% | $2.3M | 41,894 | -0.9% shares | Q3 2026 |
| Canandaigua National Trust Co of FloridaBank & trust | 1.2% | $2.2M | 40,507 | +10.5% shares | Q3 2026 |
| Collaborative Wealth Managment Inc.Wealth manager | 0.9% | $2.2M | 40,420 | +15.0% shares | Q2 2026 |
| First City Capital Management, Inc.Wealth manager | 0.9% | $1.9M | 34,316 | -2.1% shares | Q3 2026 |
| Quantum Portfolio Management LLCInstitutional asset manager | 0.6% | $1.8M | 32,581 | +4.8% shares | Q2 2026 |
| MBA Advisors LLCWealth manager | 0.5% | $1.5M | 27,914 | -2.8% shares | Q3 2026 |
| Sincerus Advisory, LLCWealth manager | 1.0% | $1.5M | 26,408 | +1.3% shares | Q3 2026 |
The 30 largest of 41 positions, by value. Each manager counts with its latest 13F (Q3 2026: 19, Q2 2026: 21, Q1 2026: 1). Screen DEM in the grand portfolio →
DEM stock trades by members of Congress
No member of Congress has disclosed a trade in DEM.
DEM questions and answers
Are insiders buying DEM stock?
No open-market insider purchases or sales of DEM were filed in the last 90 days.
Which hedge funds own DEM?
41 13F filers hold DEM among their 50 largest positions, worth $296.4M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (4.8%), Good Harbor Advisors, Inc. (3.9%) and Arbor Trust Wealth Advisors, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded DEM?
No member of Congress has disclosed a trade in DEM.
Who is the largest holder of DEM?
Among 13F filers, Kestra Investment Management, LLC reports the largest DEM position, $90.2M (1,677,279 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Stonebridge Wealth Management, LLC's: 4.8% of its portfolio.
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