SNC
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Stifel Nicolaus & Co’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Stifel Nicolaus & Co’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.1M Buy
52,590
+9,090
+21% +$187K 0.02% 635
2013
Q2 		$846K Buy
+43,500
New +$834K 0.02% 681

Other funds holding DES

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Stifel Nicolaus & Co's DES Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 21% in Q3 2013, buying an estimated $187K and bringing the position to 52,590 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #635.

Stifel Nicolaus & Co first reported a position in DES in Q2 2013 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold DES as of Q3 2013.

  • Stifel Nicolaus & Co held 52,590 shares of WisdomTree US SmallCap Dividend Fund worth $1.1M as of Q3 2013.
  • Stifel Nicolaus & Co bought 9,090 WisdomTree US SmallCap Dividend Fund shares in Q3 2013, an estimated $187K.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #635 holding.
  • Stifel Nicolaus & Co first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.