B. Riley Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,578	Closed	-$231K	–	1271
2022 Q1	$231K	Hold	3,578	–	–	0.01%	1144
2021 Q4	$232K	Hold	3,578	–	–	0.01%	1201
2021 Q3	$211K	Hold	3,578	–	–	0.01%	1215
2021 Q2	$212K	Hold	3,578	–	–	0.01%	1193
2021 Q1	$203K	Buy	+3,578	New	+$194K	0.01%	1190
2015 Q1	–	Sell	-1,000	Closed	-$37	–	921
2014 Q4	$37	Buy	+1,000	New	+$36.5K	﹤0.01%	2251
2014 Q3	–	Sell	-600	Closed	-$21.5K	–	948
2014 Q2	$21.5K	Buy	+600	New	+$20.9K	0.01%	1438

Other funds holding DTD

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

B. Riley Wealth Advisors's DTD Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2022, closing a stake of 3,578 shares — an estimated $231K sold.

B. Riley Wealth Advisors first reported a position in DTD in Q2 2014 and held it in 7 quarters. The position peaked at $232K in Q4 2021. 165 funds tracked by Wall St. Rank hold DTD as of Q2 2022.

B. Riley Wealth Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,578 WisdomTree US Total Dividend Fund shares in Q2 2022, an estimated $231K.
B. Riley Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $232K in Q4 2021.
165 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.