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 Q3	$409K	Buy	7,395 +1,995	+37%	+$109K	0.02%	626
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%	-$96.6K	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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

B. Riley Wealth Advisors's DEM Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 37% in Q3 2026, buying an estimated $109K and bringing the position to 7,395 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #626.

B. Riley Wealth Advisors first reported a position in DEM in Q2 2013 and has held it in 29 quarters since. The position peaked at $693K in Q1 2023. 333 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

B. Riley Wealth Advisors held 7,395 shares of WisdomTree Emerging Markets High Dividend Fund worth $409K as of Q3 2026.
B. Riley Wealth Advisors bought 1,995 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $109K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #626 holding.
B. Riley Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 29 quarters since.
B. Riley Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $693K in Q1 2023.
333 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.