DEM — Wisdomtree Tr Institutional Holders · Q3 2026

Name: Who Owns DEM? 24 Institutions Hold $43.7M (Q3 2026)
Creator: ko.io

Who owns Wisdomtree Tr (DEM)? 24 institutions reported holding $43.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Canandaigua National Bank & Trust Co ($15.1M), Stonebridge Wealth Management, LLC ($5.4M), Investors Research Corp ($5.4M).

Rank	Institution	Value	Shares	Change
1	CANANDAIGUA NATIONAL BANK & TRUST CO	$15.1M	273,163	Added
2	Stonebridge Wealth Management, LLC	$5.4M	96,845	Added
3	Investors Research Corp	$5.4M	96,781	Added
4	Apeiron RIA LLC	$3.0M	54,123	Trimmed
5	CX Institutional	$2.6M	46,790	Added
6	MOODY NATIONAL BANK TRUST DIVISION	$2.3M	41,356	Added
7	Canandaigua National Trust Co of Florida	$2.2M	40,507	Added
8	Sincerus Advisory, LLC	$1.5M	26,408	Added
9	Mirador Capital Partners LP	$1.4M	24,932	Added
10	Avidian Wealth Enterprises, LLC	$824,182	14,901	Trimmed
11	Balefire, LLC	$810,568	14,655	New
12	Farther Finance Advisors, LLC	$810,350	14,651	Trimmed
13	Montecito Bank & Trust	$625,943	11,317	Trimmed
14	Galvin, Gaustad & Stein, LLC	$517,829	9,362	Trimmed
15	TITLEIST ASSET MANAGEMENT, LLC	$444,882	8,043	Trimmed
16	ELEVATION WEALTH PARTNERS, LLC	$350,087	6,330	Trimmed
17	Breakwater Capital Group	$269,742	4,877	Added
18	GAMMA Investing LLC	$90,377	1,634	Hold
19	CoreCap Advisors, LLC	$89,436	1,617	Trimmed
20	Wealth Enhancement Trust Services, Inc.	$65,266	1,180	Hold
21	Noble Wealth Management PBC	$44,248	800	Hold
22	Bank & Trust Co	$12,832	232	Hold
23	ARMSTRONG ADVISORY GROUP, INC	$7,301	132	New
24	Bangor Savings Bank	$6,914	125	Hold

Source: SEC Form 13F filings · as of 2026-09-30