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B. Riley Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

B. Riley Wealth Advisors’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-545
Closed -$30 – 897
2014
Q4 		$30 Buy
+545
New +$30.5K ﹤0.01% 2350
2014
Q3 		– Sell
-545
Closed -$33.6K – 924
2014
Q2 		$33.6K Buy
+545
New +$33.4K 0.01% 1204

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2015, closing a stake of 545 shares — an estimated $30 sold.

B. Riley Wealth Advisors first reported a position in DIM in Q2 2014 and held it in 2 quarters. The position peaked at $33.6K in Q2 2014. 46 funds tracked by Wall St. Rank hold DIM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 545 WisdomTree International MidCap Dividend Fund shares in Q1 2015, an estimated $30.
  • B. Riley Wealth Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's WisdomTree International MidCap Dividend Fund position peaked at $33.6K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2015.

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