B. Riley Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,200	Closed	-$33	–	948
2014 Q4	$33	Buy	+1,200	New	+$31.8K	﹤0.01%	2305
2014 Q3	–	Sell	-1,416	Closed	-$39K	–	972
2014 Q2	$39K	Buy	+1,416	New	+$37.8K	0.01%	1138

Other funds holding EES

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2015, closing a stake of 1,200 shares — an estimated $33 sold.

B. Riley Wealth Advisors first reported a position in EES in Q2 2014 and held it in 2 quarters. The position peaked at $39K in Q2 2014. 62 funds tracked by Wall St. Rank hold EES as of Q1 2015.

B. Riley Wealth Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,200 WisdomTree US SmallCap Earnings Fund shares in Q1 2015, an estimated $33.
B. Riley Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $39K in Q2 2014.
62 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2015.

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