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Stifel Nicolaus & Co’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Stifel Nicolaus & Co’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$421K Buy
7,013
+2,988
+74% +$170K 0.01% 980
2013
Q2 		$210K Buy
+4,025
New +$225K ﹤0.01% 1257

Other funds holding DLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 74% in Q3 2013, buying an estimated $170K and bringing the position to 7,013 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #980.

Stifel Nicolaus & Co first reported a position in DLS in Q2 2013 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold DLS as of Q3 2013.

  • Stifel Nicolaus & Co held 7,013 shares of WisdomTree International SmallCap Dividend Fund worth $421K as of Q3 2013.
  • Stifel Nicolaus & Co bought 2,988 WisdomTree International SmallCap Dividend Fund shares in Q3 2013, an estimated $170K.
  • WisdomTree International SmallCap Dividend Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #980 holding.
  • Stifel Nicolaus & Co first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2013 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2013.

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