Public ownership evidence

WisdomTree U.S. High Dividend Fund (DHS) Ownership Disclosures

Read DHS 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 U.S. 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
4,039
Value (USD)
$400,513
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 DHS fundamentals

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

Read DHS 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.2025-03-312026-08-294,039$400,513None
Corient Private Wealth LP2026-06-302026-08-287,620$866,234None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,200$1,045,946None
Beacon Pointe Advisors, LLC2026-06-302026-08-197,859$893,457None
Orion Capital Management LLC2026-06-302026-08-19244$27,739None
Parvin Asset Management, LLC2026-06-302026-08-18938$106,632None
Corient Private Wealth LP2026-06-302026-08-187,620$866,234None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,141$356,887None
Equitable Holdings, Inc.2026-06-302026-08-182,989$339,789None
EFG International AG2026-06-302026-08-154,449$505,784None
Synergy Investment Management, LLC2026-06-302026-08-15182$20,691None
Glen Eagle Advisors, LLC2026-06-302026-08-15514$58,465None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15500$56,843None
Mutual Advisors, LLC2026-06-302026-08-1534,000$3,865,287None
Wick Capital Partners, LLC2026-06-302026-08-152,691$305,926None
Ameritas Advisory Services, LLC2026-06-302026-08-15707$80,375None
Western Wealth Management, LLC2026-06-302026-08-153,831$435,553None
Qube Research & Technologies Ltd2026-06-302026-08-1543$4,888None
IFG Advisory, LLC2026-06-302026-08-154,302$489,112None
JT Stratford LLC2026-06-302026-08-1533,223$3,777,005None
OSAIC HOLDINGS, INC.2026-06-302026-08-15430$48,913None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,406$1,296,676None
OSAIC HOLDINGS, INC.2026-06-302026-08-1585,266$9,694,759None
Fort Point Capital Partners LLC2026-06-302026-08-152,036$226,917None
Orion Porfolio Solutions, LLC2026-06-302026-08-1520,519$2,332,752None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,472$508,398None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1511,974$1,361,262None
Ancora Advisors LLC2026-06-302026-08-15325$36,948None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-152,362$268,547None
Waverly Advisors, LLC2026-06-302026-08-159,245$1,051,035None
&PARTNERS2026-06-302026-08-156,810$774,194None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1538,924$4,455,255None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15570$64,800None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15108,029$12,267,846None
Cerity Partners LLC2026-06-302026-08-156,995$795,237None
Cresset Asset Management, LLC2026-06-302026-08-151,802$204,860None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-156,205$705,365None
ROYAL BANK OF CANADA2026-06-302026-08-15250$28,000None
ROYAL BANK OF CANADA2026-06-302026-08-1569,443$7,895,000None
ROYAL BANK OF CANADA2026-06-302026-08-1511$1,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-152,784$316,498None
Larson Financial Group LLC2026-06-302026-08-15394$44,749None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-155,298$602,303None
World Investment Advisors2026-06-302026-08-1515,304$1,672,012None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15114,895$13,061,815None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,921$559,444None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1545,912$5,219,479None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1556,998$6,479,848None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15237,194$26,965,362None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1554,545$6,200,977None

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

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Parvin Asset Management, LLC ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗EFG International AG ↗

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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