Public ownership evidence

WisdomTree Emerging Markets High Dividend Fund (DEM) Ownership Disclosures

Read DEM 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 Emerging Markets High Dividend 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
8,456
Value (USD)
$355,811
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 DEM fundamentals

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

Read DEM 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.

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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.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-298,456$355,811None
Corient Private Wealth LP2026-06-302026-08-2869,343$3,729,987None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28486$26,142None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21144$7,746None
Kingsview Wealth Management, LLC2026-06-302026-08-205,878$316,178None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20810,959$43,621,464None
Beacon Pointe Advisors, LLC2026-06-302026-08-1962,843$3,380,301None
Strive Financial Group ,LLC2026-06-302026-08-18270$14,537None
Corient Private Wealth LP2026-06-302026-08-1869,345$3,730,077None
Equitable Holdings, Inc.2026-06-302026-08-18116,249$6,253,016None
Thompson David Blair2024-12-312026-08-155,771$233,668None
Synergy Investment Management, LLC2026-06-302026-08-153,386$182,125None
Glen Eagle Advisors, LLC2026-06-302026-08-1518$948None
Modern Wealth Management, LLC2026-06-302026-08-156,427$345,715None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1511,558$621,702None
KINTRA WEALTH, LLC2026-06-302026-08-156,623$362,759None
Ameritas Advisory Services, LLC2026-06-302026-08-151,614$86,805None
NFSG Corp2026-06-302026-08-1514,920$802,539None
WCG Wealth Advisors LLC2026-06-302026-08-1520,599$1,108,036None
Qube Research & Technologies Ltd2026-06-302026-08-153,725$200,368None
IFG Advisory, LLC2026-06-302026-08-158,459$455,030None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517,733$953,838None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,235$174,011None
OSAIC HOLDINGS, INC.2026-06-302026-08-1577,862$4,189,375None
Orion Porfolio Solutions, LLC2026-06-302026-08-1590,403$4,862,780None
Regal Investment Advisors LLC2026-06-302026-08-1560,806$3,270,757None
HRT FINANCIAL LP2026-06-302026-08-153,789$203,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-15105,628$5,681,730None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,000$215,160Call
Ancora Advisors LLC2026-06-302026-08-1568$3,658None
Avos Capital Management, LLC2026-06-302026-08-1519,315$1,038,953None
Xcelsior Advisor Partners LLC2026-06-302026-08-158,044$432,687None
Index Technologies Group LLC2026-06-302026-08-1519,020$1,023,086None
Quantum Portfolio Management LLC2026-06-302026-08-1532,581$1,752,532None
Waverly Advisors, LLC2026-06-302026-08-1571,178$3,828,663None
Element Wealth, LLC2026-06-302026-08-1520,953$1,127,075None
BROWN ADVISORY INC2026-06-302026-08-157,939$427,054None
Rockbridge Investment Management, LCC2026-06-302026-08-154,446$239,161None
&PARTNERS2026-06-302026-08-15180,226$9,699,713None
Financial Engines Advisors L.L.C.2026-06-302026-08-1514,486$779,202None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-156,932$372,895None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-156,365$342,378None
HANCOCK WHITNEY CORP2026-06-302026-08-156,450$346,946None
Thrivent Financial for Lutherans2026-06-302026-08-1512,476$671,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,010$54,328None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1524,206$1,284,114None
AMERIPRISE FINANCIAL INC2026-06-302026-08-153,815$205,209None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15761$40,958None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,561,016$84,217,065None
MAI Capital Management2026-06-302026-08-152,905$156,295None

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

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗GILL CAPITAL PARTNERS, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.

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