DEM — WISDOMTREE TR

Ownership history in Bridge Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in WISDOMTREE TR (DEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.82% (2023 Q4)
Avg. % of fund
1.55%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 69,652 -1,094 -1.5% 1.46% $3.1M $41.66
2024 Q2 REDUCED 70,746 -7,078 -9.1% 1.51% $3.1M $40.04
2024 Q1 REDUCED 77,824 -11,514 -12.9% 1.62% $3.3M $38.12
2023 Q4 REDUCED 89,338 -16,353 -15.5% 1.82% $3.6M $36.87
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DEM price (monthly, adj. close)

Other funds also holding DEM

As of 2025 Q4 — sorted by position size

Private Wealth Advisors, LLC 3Y 3.56% Avos Capital Management, LLC 3.01% Endowment Wealth Management, Inc. 3Y 1.45% Kestra Investment Management, LLC 1.38% Canandaigua National Trust Co of Florida 1.12% Portland Financial Advisors Inc 1.06% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 1.05% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 1.01% Sincerus Advisory, LLC 0.99% Old Port Advisors 3Y 7Y 0.84%
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