SEC 13F Intelligence

Arbor Trust Wealth Advisors, LLC / DEM

Arbor Trust Wealth Advisors, LLC’s Wisdomtree Tr Position

Does Arbor Trust Wealth Advisors, LLC own Wisdomtree Tr (DEM)? Yes — 128.6K shares worth $6M (+2.81% of its 13F portfolio) as of Q1 2026, down from 152.1K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
128.6K
% of Portfolio
+2.81%
Quarters Held
10
currently held

Position History DEM

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $7MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026128.6K$6M+2.81%
Q4 2025152.1K$7M+3.11%
Q3 202587.7K$4M+1.82%
Q2 202561.3K$3M+1.36%
Q1 202561.9K$3M+1.22%
Q4 202459.7K$2M+1.13%
Q3 202447.5K$2M+1.08%
Q2 202447.5K$2M+1.08%
Q1 202444.6K$2M+1.04%
Q4 202327.3K$1M+0.66%

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