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Stifel Nicolaus & Co’s WisdomTree WT Stock Holding History

Stifel Nicolaus & Co’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$2.61M Buy
+224,898
New +$2.72M 0.04% 393

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Stifel Nicolaus & Co opened a new position in WisdomTree (WT) in Q3 2013: 224,898 shares worth $2.61M. The stake represents 0.04% of the portfolio and ranks #393 among its holdings.

154 funds tracked by Wall St. Rank hold WT as of Q3 2013.

  • Stifel Nicolaus & Co held 224,898 shares of WisdomTree worth $2.61M as of Q3 2013.
  • WisdomTree was a new Stifel Nicolaus & Co position in Q3 2013.
  • WisdomTree made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #393 holding.
  • 154 funds tracked by Wall St. Rank held WisdomTree as of Q3 2013.

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