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	-$187K	–	891
2014 Q4	$187K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

PFM

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

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

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

B. Riley Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2015, closing a stake of 4,332 shares — an estimated $187K sold.

B. Riley Wealth Advisors first reported a position in DGS in Q2 2013 and held it in 7 quarters. The position peaked at $308K in Q2 2013. 159 funds tracked by Wall St. Rank hold DGS as of Q1 2015.

B. Riley Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,332 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2015, an estimated $187K.
B. Riley Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 7 quarters.
B. Riley Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $308K in Q2 2013.
159 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2015.

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