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Stifel Nicolaus & Co’s WisdomTree US High Dividend Fund DHS Stock Holding History

Stifel Nicolaus & Co’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.65M Buy
51,098
+7,769
+18% +$408K 0.04% 390
2013
Q2 		$2.24M Buy
+43,329
New +$2.27M 0.04% 395

Other funds holding DHS

LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its WisdomTree US High Dividend Fund (DHS) stake by 18% in Q3 2013, buying an estimated $408K and bringing the position to 51,098 shares worth $2.65M. The position accounts for 0.04% of the portfolio, ranked #390.

Stifel Nicolaus & Co first reported a position in DHS in Q2 2013 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold DHS as of Q3 2013.

  • Stifel Nicolaus & Co held 51,098 shares of WisdomTree US High Dividend Fund worth $2.65M as of Q3 2013.
  • Stifel Nicolaus & Co bought 7,769 WisdomTree US High Dividend Fund shares in Q3 2013, an estimated $408K.
  • WisdomTree US High Dividend Fund made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #390 holding.
  • Stifel Nicolaus & Co first reported a position in WisdomTree US High Dividend Fund in Q2 2013 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2013.

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