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Stifel Nicolaus & Co’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Stifel Nicolaus & Co’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$349K Buy
7,471
+2,000
+37% +$92.4K 0.01% 1074
2013
Q2 		$252K Buy
+5,471
New +$277K ﹤0.01% 1173

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 37% in Q3 2013, buying an estimated $92.4K and bringing the position to 7,471 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #1074.

Stifel Nicolaus & Co first reported a position in DGS in Q2 2013 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DGS as of Q3 2013.

  • Stifel Nicolaus & Co held 7,471 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $349K as of Q3 2013.
  • Stifel Nicolaus & Co bought 2,000 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2013, an estimated $92.4K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1074 holding.
  • Stifel Nicolaus & Co first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2013.

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