B. Riley Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,332	Closed	-$187	–	891
2014 Q4	$187	Sell	4,332 -607	-12%	-$27K	﹤0.01%	1410
2014 Q3	$228K	Sell	4,939 -4,957	-50%	-$242K	0.06%	462
2014 Q2	$238K	Buy	9,896 +4,747	+92%	+$225K	0.06%	390
2014 Q1	$240K	Sell	5,149 -91	-2%	-$4.08K	0.07%	319
2013 Q4	$241K	Buy	5,240 +69	+1%	+$3.26K	0.08%	294
2013 Q3	$241K	Sell	5,171 -1,525	-23%	-$70.5K	0.08%	276
2013 Q2	$308K	Buy	+6,696	New	+$339K	0.1%	224

Other funds holding DGS

Bank of America

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return