SEC 13F Intelligence

Private Wealth Advisors, LLC / DEM

Private Wealth Advisors, LLC’s Wisdomtree Tr Position

Does Private Wealth Advisors, LLC own Wisdomtree Tr (DEM)? Yes — 172.2K shares worth $9M (+2.41% of its 13F portfolio) as of Q1 2026, down from 238.5K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
172.2K
% of Portfolio
+2.41%
Quarters Held
11
currently held

Position History DEM

Reported value by quarter
Q3 ’19: $1MQ3 ’19Q4 ’19: $738,000Q4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $9MQ2 ’24Q3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $12MQ2 ’25Q4 ’25: $11MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026172.2K$9M+2.41%
Q4 2025238.5K$11M+3.56%
Q2 2025255.2K$12M+4.24%
Q1 2025167.4K$7M+2.55%
Q4 2024162.6K$7M+2.58%
Q3 2024140.4K$6M+2.37%
Q2 2024200.8K$9M+3.36%
Q1 2024164.9K$7M+2.81%
Q4 2023171.9K$7M+2.73%
Q4 201916.1K$738,000+0.42%
Q3 201932.5K$1M+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Wealth Advisors, LLC’s full portfolio or all institutional holders of DEM.