Public ownership evidence

WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Ownership Disclosures

Read DGS 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 SmallCap Dividend Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
15,680
Value (USD)
$1,014,632
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 0001948780-26-000011
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 DGS fundamentals

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

Read DGS 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.

Corient Private Wealth LP2026-06-302026-08-2815,680$1,014,632None
Beacon Pointe Advisors, LLC2026-06-302026-08-1913,752$889,911None
Jacobs Equity LLC2026-06-302026-08-184,417$285,824None
Corient Private Wealth LP2026-06-302026-08-1815,694$1,015,538None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-188,650$557,363None
Lifetime Wealth Management P.C.2026-06-302026-08-1829,315$1,897,002None
BANK OZK2026-06-302026-08-189,895$640,305None
Glen Eagle Advisors, LLC2026-06-302026-08-1515$971None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1516$1,035None
Modern Wealth Management, LLC2026-06-302026-08-154,180$270,488None
Ameritas Advisory Services, LLC2026-06-302026-08-154,611$298,396None
Qube Research & Technologies Ltd2026-06-302026-08-153,684$238,392None
IFG Advisory, LLC2026-06-302026-08-152,513$162,639None
OSAIC HOLDINGS, INC.2026-06-302026-08-15341,554$22,101,823None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,474$95,383None
OSAIC HOLDINGS, INC.2026-06-302026-08-15919$59,468None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526,724$1,729,903None
Betterment LLC2026-06-302026-08-1515,038$973,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-15332,421$21,510,962None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-153,400$220,014Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1519,218$1,243,597None
Avos Capital Management, LLC2026-06-302026-08-1513,290$859,982None
Bristlecone Value Partners, LLC2026-06-302026-08-15118,729$7,682,959None
&PARTNERS2026-06-302026-08-155,673$367,120None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-155,238$333,830None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15152,299$9,857,598None
Cerity Partners LLC2026-06-302026-08-15164,578$10,649,866None
Cresset Asset Management, LLC2026-06-302026-08-157,028$454,782None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1528,421$1,839,123None
Philadelphia Investment Partners, LLC2026-06-302026-08-158$518None
Philadelphia Investment Partners, LLC2026-06-302026-08-153$194None
Philadelphia Investment Partners, LLC2026-06-302026-08-150$28None
Philadelphia Investment Partners, LLC2026-06-302026-08-1578$5,052None
Philadelphia Investment Partners, LLC2026-06-302026-08-15414$26,834None
ROYAL BANK OF CANADA2026-06-302026-08-152,465$160,000None
ROYAL BANK OF CANADA2026-06-302026-08-1535,505$2,298,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,948$191,000None
CITADEL ADVISORS LLC2026-06-302026-08-1529,755$1,925,446None
Larson Financial Group LLC2026-06-302026-08-1575$4,853None
GOLDMAN SACHS GROUP INC2026-06-302026-08-158,073$522,404None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,689$368,135None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15223,948$14,491,703None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15106,811$6,911,748None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15117,393$7,596,486None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15144,512$9,351,380None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15380,629$24,630,503None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1585,389$5,525,522None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15324,352$20,988,826None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15506,118$32,750,896None
Premier Private Wealth Management LLC2026-06-302026-08-1450,238$3,250,875None

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

Corient Private Wealth LP ↗Beacon Pointe Advisors, LLC ↗Jacobs Equity LLC ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Lifetime Wealth Management P.C. ↗BANK OZK ↗Glen Eagle Advisors, LLC ↗Federation des caisses Desjardins du Quebec ↗Modern Wealth Management, 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.