Credit Suisse’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Credit Suisse’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-40,920	Closed	-$983K	–	4533
2015 Q1	$983K	Buy	+40,920	New	+$963K	﹤0.01%	2988
2013 Q4	–	Sell	-12,810	Closed	-$267K	–	4596
2013 Q3	$267K	Sell	12,810 -2,943	-19%	-$60.5K	﹤0.01%	3850
2013 Q2	$307K	Buy	+15,753	New	+$302K	﹤0.01%	3613

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Credit Suisse's DES Position: Q2 2015 in Review

Credit Suisse sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2015, closing a stake of 40,920 shares — an estimated $983K sold.

Credit Suisse first reported a position in DES in Q2 2013 and held it in 3 quarters. The position peaked at $983K in Q1 2015. 134 funds tracked by Wall St. Rank hold DES as of Q2 2015.

Credit Suisse reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2015 after selling out during the quarter.
Credit Suisse sold 40,920 WisdomTree US SmallCap Dividend Fund shares in Q2 2015, an estimated $983K.
Credit Suisse first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 3 quarters.
Credit Suisse's WisdomTree US SmallCap Dividend Fund position peaked at $983K in Q1 2015.
134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2015.

Based on Credit Suisse's 13F filing for Q2 2015, filed 13 Aug 2015.