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

B. Riley Wealth Management’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
2022 Q2	$2.17K	Buy	47,757 +6,729	+16%	+$334K	﹤0.01%	203
2022 Q1	$2.16M	Sell	41,028 -1,624	-4%	-$86.5K	0.17%	125
2021 Q4	$2.31M	Buy	42,652 +2,364	+6%	+$127K	0.16%	130
2021 Q3	$2.13M	Sell	40,288 -107	-0.3%	-$5.9K	0.16%	127
2021 Q2	$2.2M	Sell	40,395 -870	-2%	-$47.8K	0.24%	96
2021 Q1	$2.17M	Buy	+41,265	New	+$2.15M	0.25%	96
2020 Q4	–	Sell	-54,384	Closed	-$2.47M	–	413
2020 Q3	$2.47M	Buy	54,384 +5,768	+12%	+$266K	0.29%	82
2020 Q2	$2.15M	Buy	48,616 +6,911	+17%	+$293K	0.24%	100
2020 Q1	$1.65M	Sell	41,705 -12,712	-23%	-$612K	0.17%	120
2019 Q4	$2.91M	Buy	54,417 +4,297	+9%	+$222K	0.44%	57
2019 Q3	$2.49M	Sell	50,120 -12,839	-20%	-$636K	0.43%	55
2019 Q2	$3.21K	Buy	62,959 +725	+1%	+$36.9K	0.49%	43
2019 Q1	$3.15M	Buy	62,234 +18,828	+43%	+$936K	0.55%	45
2018 Q4	$2.02M	Buy	43,406 +6,513	+18%	+$321K	0.42%	55
2018 Q3	$1.96M	Buy	+36,893	New	+$1.96M	0.48%	46
2015 Q3	–	Sell	-133	Closed	-$6K	–	293
2015 Q2	$6K	Buy	133 +56	+73%	+$3K	﹤0.01%	825
2015 Q1	$3K	Buy	+77	New	+$3.94K	﹤0.01%	919

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

B. Riley Wealth Management's DWM Position: Q2 2022 in Review

B. Riley Wealth Management increased its WisdomTree International Equity Fund (DWM) stake by 16% in Q2 2022, buying an estimated $334K and bringing the position to 47,757 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

B. Riley Wealth Management first reported a position in DWM in Q1 2015 and has held it in 17 quarters since. The position peaked at $3.15M in Q1 2019. 132 funds tracked by Wall St. Rank hold DWM as of Q2 2022.

B. Riley Wealth Management held 47,757 shares of WisdomTree International Equity Fund worth $2.17K as of Q2 2022.
B. Riley Wealth Management bought 6,729 WisdomTree International Equity Fund shares in Q2 2022, an estimated $334K.
WisdomTree International Equity Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #203 holding.
B. Riley Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2015 and has held it in 17 quarters since.
B. Riley Wealth Management's WisdomTree International Equity Fund position peaked at $3.15M in Q1 2019.
132 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.