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Stifel Nicolaus & Co’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Stifel Nicolaus & Co’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.44M Buy
105,450
+84,153
+395% +$1.93M 0.04% 415
2013
Q2 		$465K Buy
+21,297
New +$469K 0.01% 887

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its WisdomTree US MidCap Dividend Fund (DON) stake by 395% in Q3 2013, buying an estimated $1.93M and bringing the position to 105,450 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #415.

Stifel Nicolaus & Co first reported a position in DON in Q2 2013 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold DON as of Q3 2013.

  • Stifel Nicolaus & Co held 105,450 shares of WisdomTree US MidCap Dividend Fund worth $2.44M as of Q3 2013.
  • Stifel Nicolaus & Co bought 84,153 WisdomTree US MidCap Dividend Fund shares in Q3 2013, an estimated $1.93M.
  • WisdomTree US MidCap Dividend Fund made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #415 holding.
  • Stifel Nicolaus & Co first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2013.

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