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

B. Riley Wealth Management’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
2015
Q2 		– Sell
-4,644
Closed -$172K – 1025
2015
Q1 		$172K Hold
4,644
– – 0.13% 217
2014
Q4 		$173K Hold
4,644
– – 0.14% 185
2014
Q3 		$165K Buy
+4,644
New +$167K 0.12% 220

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Management's DTD Position: Q2 2015 in Review

B. Riley Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2015, closing a stake of 4,644 shares — an estimated $172K sold.

B. Riley Wealth Management first reported a position in DTD in Q3 2014 and held it in 3 quarters. The position peaked at $173K in Q4 2014. 65 funds tracked by Wall St. Rank hold DTD as of Q2 2015.

  • B. Riley Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,644 WisdomTree US Total Dividend Fund shares in Q2 2015, an estimated $172K.
  • B. Riley Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's WisdomTree US Total Dividend Fund position peaked at $173K in Q4 2014.
  • 65 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.