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Stifel Nicolaus & Co’s WisdomTree International Equity Fund DWM Stock Holding History

Stifel Nicolaus & Co’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$436K Buy
8,440
+102
+1% +$5.04K 0.01% 960
2013
Q2 		$384K Buy
+8,338
New +$407K 0.01% 968

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Stifel Nicolaus & Co increased its WisdomTree International Equity Fund (DWM) stake by 1.2% in Q3 2013, buying an estimated $5.04K and bringing the position to 8,440 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #960.

Stifel Nicolaus & Co first reported a position in DWM in Q2 2013 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold DWM as of Q3 2013.

  • Stifel Nicolaus & Co held 8,440 shares of WisdomTree International Equity Fund worth $436K as of Q3 2013.
  • Stifel Nicolaus & Co bought 102 WisdomTree International Equity Fund shares in Q3 2013, an estimated $5.04K.
  • WisdomTree International Equity Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #960 holding.
  • Stifel Nicolaus & Co first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2013.

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