B. Riley Wealth Advisors’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-200	Closed	-$4	–	783
2014 Q4	$4	Buy	+200	New	+$3.86K	﹤0.01%	3208
2014 Q3	–	Sell	-200	Closed	-$4.11K	–	839
2014 Q2	$4.11K	Buy	+200	New	+$4.08K	﹤0.01%	2097

Other funds holding CEW

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

MFP

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

B. Riley Wealth Advisors's CEW Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q1 2015, closing a stake of 200 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in CEW in Q2 2014 and held it in 2 quarters. The position peaked at $4.11K in Q2 2014. 27 funds tracked by Wall St. Rank hold CEW as of Q1 2015.

B. Riley Wealth Advisors reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 200 WisdomTree Emerging Currency Strategy Fund shares in Q1 2015, an estimated $4.
B. Riley Wealth Advisors first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's WisdomTree Emerging Currency Strategy Fund position peaked at $4.11K in Q2 2014.
27 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.