B. Riley Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

B. Riley Wealth Advisors’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Sell	5,400 -1,223	-18%	-$65.3K	0.02%	640
2026 Q1	$320K	Sell	6,623 -1,399	-17%	-$69.4K	0.02%	565
2025 Q4	$375K	Buy	8,022 +2	+0%	+$93	0.02%	626
2025 Q3	$369K	Buy	8,020 +4	+0%	+$185	0.02%	637
2025 Q2	$363K	Sell	8,016 -440	-5%	-$18.9K	0.02%	644
2025 Q1	$356K	Buy	8,456 +445	+6%	+$18.5K	0.01%	895
2024 Q4	$324K	Sell	8,011 -635	-7%	-$26.8K	0.01%	840
2024 Q3	$382K	Sell	8,646 -231	-3%	-$10K	0.01%	847
2024 Q2	$384K	Sell	8,877 -6,655	-43%	-$286K	0.01%	924
2024 Q1	$582K	Buy	15,532 +281	+2%	+$11.5K	0.02%	723
2023 Q4	$620K	Sell	15,251 -281	-2%	-$10.8K	0.02%	711
2023 Q3	$582K	Sell	15,532 -2,486	-14%	-$96.7K	0.02%	723
2023 Q2	$692K	Sell	18,018 -285	-2%	-$11K	0.02%	715
2023 Q1	$693K	Buy	18,303 +102	+0.6%	+$3.85K	0.02%	684
2022 Q4	$650K	Buy	18,201 +1,943	+12%	+$67.4K	0.02%	687
2022 Q3	$529K	Buy	16,258 +1,433	+10%	+$51.9K	0.02%	737
2022 Q2	$549K	Sell	14,825 -305	-2%	-$12.4K	0.02%	623
2022 Q1	$663K	Buy	15,130 +3,380	+29%	+$150K	0.02%	613
2021 Q4	$509K	Buy	11,750 +15	+0.1%	+$653	0.01%	794
2021 Q3	$512K	Buy	11,735 +1,738	+17%	+$77.9K	0.02%	770
2021 Q2	$457K	Buy	9,997 +3,472	+53%	+$159K	0.01%	809
2021 Q1	$290K	Buy	+6,525	New	+$281K	0.01%	1019
2015 Q1	–	Sell	-1,904	Closed	-$80K	–	883
2014 Q4	$80K	Buy	+1,904	New	+$86.5K	﹤0.01%	1840
2014 Q3	–	Sell	-1,916	Closed	-$99.3K	–	914
2014 Q2	$99.3K	Sell	1,916 -2,206	-54%	-$112K	0.02%	727
2014 Q1	$202K	Sell	4,122 -3,682	-47%	-$175K	0.06%	386
2013 Q4	$398K	Sell	7,804 -684	-8%	-$35.6K	0.13%	183
2013 Q3	$439K	Buy	8,488 +2,750	+48%	+$138K	0.15%	160
2013 Q2	$277K	Buy	+5,738	New	+$308K	0.09%	245

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

B. Riley Wealth Advisors's DEM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 18% in Q2 2026, selling an estimated $65.3K and leaving 5,400 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #640.

B. Riley Wealth Advisors first reported a position in DEM in Q2 2013 and has held it in 28 quarters since. The position peaked at $693K in Q1 2023. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

B. Riley Wealth Advisors held 5,400 shares of WisdomTree Emerging Markets High Dividend Fund worth $289K as of Q2 2026.
B. Riley Wealth Advisors sold 1,223 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $65.3K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #640 holding.
B. Riley Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 28 quarters since.
B. Riley Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $693K in Q1 2023.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.