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B. Riley Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

B. Riley Wealth Advisors’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,593
Closed -$1.12M – 1103
2025
Q2 		$1.12M Buy
+17,593
New +$1.07M 0.05% 331
2024
Q4 		$1.03M Sell
19,495
-25,625
-57% -$1.41M 0.03% 438
2024
Q3 		$2.57M Sell
45,120
-3,962
-8% -$221K 0.07% 271
2024
Q2 		$2.64M Sell
49,082
-17,605
-26% -$964K 0.07% 276
2024
Q1 		$3.22M Buy
66,687
+15,204
+30% +$804K 0.09% 223
2023
Q4 		$2.7M Sell
51,483
-15,204
-23% -$751K 0.07% 276
2023
Q3 		$3.22M Buy
66,687
+20,810
+45% +$1.04M 0.09% 223
2023
Q2 		$2.3M Buy
45,877
+6,042
+15% +$305K 0.05% 332
2023
Q1 		$1.98M Sell
39,835
-3,188
-7% -$158K 0.05% 346
2022
Q4 		$2.02M Sell
43,023
-2,982
-6% -$133K 0.06% 332
2022
Q3 		$1.85M Buy
+46,005
New +$2.06M 0.06% 328
2015
Q1 		– Sell
-500
Closed -$25 – 929
2014
Q4 		$25 Buy
+500
New +$25.4K ﹤0.01% 2442
2014
Q3 		– Sell
-500
Closed -$28K – 956
2014
Q2 		$28K Buy
+500
New +$27.9K 0.01% 1306

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

B. Riley Wealth Advisors's DWM Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2025, closing a stake of 17,593 shares — an estimated $1.12M sold.

B. Riley Wealth Advisors first reported a position in DWM in Q2 2014 and held it in 13 quarters. The position peaked at $3.22M in Q1 2024. 127 funds tracked by Wall St. Rank hold DWM as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,593 WisdomTree International Equity Fund shares in Q3 2025, an estimated $1.12M.
  • B. Riley Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q2 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's WisdomTree International Equity Fund position peaked at $3.22M in Q1 2024.
  • 127 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.