BRWM
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B. Riley Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

B. Riley Wealth Management’s Portfolio DFE Stock Details DFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,838
Closed -$654K – 1082
2014
Q2 		$654K Buy
+10,838
New +$670K 0.42% 48

Other funds holding DFE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

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

B. Riley Wealth Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2014, closing a stake of 10,838 shares — an estimated $654K sold.

B. Riley Wealth Management first reported a position in DFE in Q2 2014 and held it in 1 quarter. The position peaked at $654K in Q2 2014. 93 funds tracked by Wall St. Rank hold DFE as of Q3 2014.

  • B. Riley Wealth Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 10,838 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2014, an estimated $654K.
  • B. Riley Wealth Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $654K in Q2 2014.
  • 93 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2014.

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