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Stifel Nicolaus & Co’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Stifel Nicolaus & Co’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$248K Buy
+9,800
New +$247K ﹤0.01% 1249

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
PWAP
Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania $175M AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Stifel Nicolaus & Co opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2013: 9,800 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

13 funds tracked by Wall St. Rank hold DGRW as of Q3 2013.

  • Stifel Nicolaus & Co held 9,800 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $248K as of Q3 2013.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Stifel Nicolaus & Co position in Q3 2013.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1249 holding.
  • 13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2013.

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