Public ownership evidence

WisdomTree Global ex-U.S. Quality Growth Fund (DNL) Ownership Disclosures

Read DNL 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 Global ex-U.S. Quality Growth 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
9,112
Value (USD)
$325,035
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 DNL fundamentals

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

Read DNL 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.2025-03-312026-08-299,112$325,035None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-286,489$299,662None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2011,653$538,126None
Ameritas Advisory Services, LLC2026-06-302026-08-1513,702$632,764None
IFG Advisory, LLC2026-06-302026-08-152,583$119,283None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,868$224,814None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,659$215,147None
JANE STREET GROUP, LLC2026-06-302026-08-1524,443$1,128,778None
FLOW TRADERS U.S. LLC2026-06-302026-08-157,178$331,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1527,028$1,248,153None
Medallion Wealth Advisors, LLC2026-06-302026-08-15132$6,094None
Element Wealth, LLC2026-06-302026-08-1527,467$1,268,415None
Wealth Watch Advisors, INC2026-06-302026-08-1551,756$2,390,092None
Michels Family Financial, LLC2026-06-302026-08-1546,264$2,136,467None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-158,239$372,715None
AMERIPRISE FINANCIAL INC2026-06-302026-08-152,034$93,930None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15492,790$22,761,714None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1514,180$654,832None
ROYAL BANK OF CANADA2026-06-302026-08-15210$10,000None
ROYAL BANK OF CANADA2026-06-302026-08-15430,249$19,869,000None
Larson Financial Group LLC2026-06-302026-08-15759$35,059None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1533,229$1,534,505None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,091$281,282None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15207,041$9,561,159None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1513,671$631,327None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15106,004$4,895,265None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15309,713$14,302,568None
Rockefeller Capital Management L.P.2026-06-302026-08-1437,473$1,730,520None
Front Row Advisors LLC2026-06-302026-08-14440$20,688None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,290$198,112None
UBS Group AG2026-06-302026-08-141,573$72,641None
UBS Group AG2026-06-302026-08-14694,556$32,074,596None
Creative Planning2026-06-302026-08-1418,894$872,527None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1427$1,247None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14228,542$10,554,049None
MORGAN STANLEY2026-06-302026-08-141,265,012$58,418,299None
MORGAN STANLEY2026-06-302026-08-142$98None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-143,153$145,606None
FMR LLC2026-06-302026-08-141$46None
FMR LLC2026-06-302026-08-147,457$344,384None
Capital Group Private Client Services, Inc.2026-06-302026-08-134,377$202,117None
Integrated Wealth Concepts LLC2026-06-302026-08-134,976$229,794None
Cetera Investment Advisers2026-06-302026-08-1377,551$3,581,346None
Baird Financial Group, Inc.2026-06-302026-08-137,427$342,979None
SIMPLEX TRADING, LLC2026-06-302026-08-1381$3,740None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13155,092$7,162,152None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1359$2,725None
STIFEL FINANCIAL CORP2026-06-302026-08-1318,851$870,487None
US BANCORP \DE\2026-06-302026-08-1312,020$555,084None
JPMORGAN CHASE & CO2026-06-302026-08-1332$1,463None

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

B. Riley Wealth Advisors, Inc. ↗TUCKER ASSET MANAGEMENT LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

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.