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Stifel Nicolaus & Co’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Stifel Nicolaus & Co’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$440K Hold
14,238
– – 0.01% 955
2013
Q2 		$430K Buy
+14,238
New +$432K 0.01% 912

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Stifel Nicolaus & Co held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2013 at 14,238 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #955.

Stifel Nicolaus & Co first reported a position in DTD in Q2 2013 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold DTD as of Q3 2013.

  • Stifel Nicolaus & Co held 14,238 shares of WisdomTree US Total Dividend Fund worth $440K as of Q3 2013.
  • Stifel Nicolaus & Co left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2013.
  • WisdomTree US Total Dividend Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #955 holding.
  • Stifel Nicolaus & Co first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2013.

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