DEM — WISDOMTREE TR

Ownership history in HighMark Wealth Management LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which HighMark Wealth Management 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
0.02% (2019 Q4)
Avg. % of fund
0.01%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 478 +8 +1.7% 0.01% $22K $45.52
2025 Q2 ADDED 470 +6 +1.3% 0.01% $21K $44.06
2025 Q1 ADDED 464 +5 +1.1% 0.01% $20K $40.42
2024 Q4 ADDED 459 +2 +0.4% 0.01% $19K $38.51
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% 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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