Public ownership evidence

WisdomTree Dynamic International Equity Fund (DDWM) Ownership Disclosures

Read DDWM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree Dynamic International Equity Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
28,374
Value (USD)
$1,043,885
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DDWM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DDWM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2928,374$1,043,885None
Corient Private Wealth LP2026-06-302026-08-285,479$253,020None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,769$266,412None
Comprehensive Money Management Services LLC2026-06-302026-08-1812,212$563,950None
Corient Private Wealth LP2026-06-302026-08-185,479$253,020None
Wellington Grp LLC2026-06-302026-08-15596$26,290None
Hopwood Nicholas Hunter2026-06-302026-08-159,362$432,349None
Hopwood Nicholas Hunter2026-03-312026-08-159,510$419,476None
Hopwood Nicholas Hunter2025-12-312026-08-159,178$399,613None
Glen Eagle Advisors, LLC2026-06-302026-08-15110$5,080None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1514,489$669,102None
Capital Asset Advisory Services LLC2026-06-302026-08-151,255,404$57,974,576None
WCG Wealth Advisors LLC2026-06-302026-08-1515,046$694,799None
Western Wealth Management, LLC2026-06-302026-08-1560,785$2,807,052None
Foundations Investment Advisors, LLC2026-06-302026-08-1522,175$1,024,047None
Qube Research & Technologies Ltd2026-06-302026-08-157,993$369,117None
OSAIC HOLDINGS, INC.2026-06-302026-08-15355$16,394None
OSAIC HOLDINGS, INC.2026-06-302026-08-15169$7,804None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,991$415,204None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,662$400,005None
JANE STREET GROUP, LLC2026-06-302026-08-15274,238$12,664,311None
Gotham Asset Management, LLC2026-06-302026-08-1537,150$1,715,587None
Financial Engines Advisors L.L.C.2026-06-302026-08-1513,897$641,763None
AMERIPRISE FINANCIAL INC2026-06-302026-08-157,220$333,420None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1534,293$1,583,651None
ROYAL BANK OF CANADA2026-06-302026-08-15235$11,000None
ROYAL BANK OF CANADA2026-06-302026-08-159,101$420,000None
CITADEL ADVISORS LLC2026-06-302026-08-1583,161$3,840,375None
World Investment Advisors2026-06-302026-08-1532,319$1,425,611None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1527,733$1,280,710None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,283,733$59,282,785None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15211,514$9,767,725None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,101$50,866None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,867$86,218None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1514,620$675,152None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15390,071$18,013,479None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15684,939$31,630,466None
Premier Private Wealth Management LLC2026-06-302026-08-1482,143$3,793,343None
Sanctuary Advisors, LLC2026-06-302026-08-1427,707$1,279,512None
CreativeOne Wealth, LLC2026-06-302026-08-1414,263$658,678None
CreativeOne Wealth, LLC2026-06-302026-08-14101$4,670None
Rockefeller Capital Management L.P.2026-06-302026-08-1417,333$800,448None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14704,543$32,535,783None
UBS Group AG2026-06-302026-08-14795,502$36,736,282None
Mariner, LLC2026-06-302026-08-1497,866$4,519,465None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1413,861$640,101None
PURSUIT WEALTH STRATEGIES, LLC2026-06-302026-08-1431,925$1,474,296None
American Money Management, LLC2026-06-302026-08-148,199$378,649None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14482$22,000None
MORGAN STANLEY2026-06-302026-08-141$58None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Comprehensive Money Management Services LLC ↗Corient Private Wealth LP ↗Wellington Grp LLC ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗Glen Eagle Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.