B. Riley Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

B. Riley Wealth Management’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-5,469	Closed	-$104K	–	295
2015 Q2	$104K	Buy	5,469 +873	+19%	+$16.9K	0.08%	269
2015 Q1	$84K	Buy	4,596 +1,011	+28%	+$17.6K	0.06%	323
2014 Q4	$58K	Hold	3,585	–	–	0.05%	367
2014 Q3	$62K	Buy	3,585 +1,500	+72%	+$25.2K	0.05%	369
2014 Q2	$34K	Buy	2,085 +180	+9%	+$2.84K	0.02%	541
2014 Q1	$30K	Buy	+1,905	New	+$30.2K	0.02%	550

Other funds holding DXJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

B. Riley Wealth Management's DXJ Position: Q3 2015 in Review

B. Riley Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2015, closing a stake of 5,469 shares — an estimated $104K sold.

B. Riley Wealth Management first reported a position in DXJ in Q1 2014 and held it in 6 quarters. The position peaked at $104K in Q2 2015. 357 funds tracked by Wall St. Rank hold DXJ as of Q3 2015.

B. Riley Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 5,469 WisdomTree Japan Hedged Equity Fund shares in Q3 2015, an estimated $104K.
B. Riley Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $104K in Q2 2015.
357 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.