BRWM
AUSE

B. Riley Wealth Management’s WisdomTree Australia Dividend Fund AUSE Stock Holding History

B. Riley Wealth Management’s Portfolio AUSE Stock Details AUSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$6K – 1195
2014
Q2 		$6K Hold
100
– – ﹤0.01% 923
2014
Q1 		$6K Buy
+100
New +$5.87K ﹤0.01% 870

Other funds holding AUSE

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

B. Riley Wealth Management's AUSE Position: Q3 2014 in Review

B. Riley Wealth Management sold out of WisdomTree Australia Dividend Fund (AUSE) in Q3 2014, closing a stake of 100 shares — an estimated $6K sold.

B. Riley Wealth Management first reported a position in AUSE in Q1 2014 and held it in 2 quarters. The position peaked at $6K in Q2 2014. 17 funds tracked by Wall St. Rank hold AUSE as of Q3 2014.

  • B. Riley Wealth Management reported no remaining WisdomTree Australia Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 100 WisdomTree Australia Dividend Fund shares in Q3 2014, an estimated $6K.
  • B. Riley Wealth Management first reported a position in WisdomTree Australia Dividend Fund in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's WisdomTree Australia Dividend Fund position peaked at $6K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held WisdomTree Australia Dividend Fund as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.