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Credit Suisse’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Credit Suisse’s Portfolio DFJ Stock Details DFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8,538
Closed -$456K – 4234
2015
Q3 		$456K Sell
8,538
-353
-4% -$19.4K ﹤0.01% 3464
2015
Q2 		$502K Buy
8,891
+187
+2% +$10.5K ﹤0.01% 3725
2015
Q1 		$471K Sell
8,704
-4,976
-36% -$256K ﹤0.01% 3582
2014
Q4 		$664K Sell
13,680
-987
-7% -$48.6K ﹤0.01% 3496
2014
Q3 		$755K Buy
14,667
+1,661
+13% +$88.2K ﹤0.01% 3304
2014
Q2 		$697K Sell
13,006
-339
-3% -$17.1K ﹤0.01% 3584
2014
Q1 		$667K Buy
13,345
+4,613
+53% +$231K ﹤0.01% 3492
2013
Q4 		$446K Buy
8,732
+3,524
+68% +$179K ﹤0.01% 3836
2013
Q3 		$267K Sell
5,208
-5,646
-52% -$277K ﹤0.01% 3851
2013
Q2 		$514K Buy
+10,854
New +$531K ﹤0.01% 3281

Other funds holding DFJ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse's DFJ Position: Q4 2015 in Review

Credit Suisse sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2015, closing a stake of 8,538 shares — an estimated $456K sold.

Credit Suisse first reported a position in DFJ in Q2 2013 and held it in 10 quarters. The position peaked at $755K in Q3 2014. 56 funds tracked by Wall St. Rank hold DFJ as of Q4 2015.

  • Credit Suisse reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Credit Suisse sold 8,538 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2015, an estimated $456K.
  • Credit Suisse first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2013 and held it in 10 quarters.
  • Credit Suisse's WisdomTree Japan SmallCap Dividend Fund position peaked at $755K in Q3 2014.
  • 56 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2015.

Based on Credit Suisse's 13F filing for Q4 2015, filed 16 Feb 2016.