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Credit Suisse’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Credit Suisse’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,290
Closed -$299K – 4474
2014
Q2 		$299K Buy
+10,290
New +$292K ﹤0.01% 4111

Other funds holding DGRW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWAP
Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania $175M AUM 29.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Credit Suisse's DGRW Position: Q3 2014 in Review

Credit Suisse sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2014, closing a stake of 10,290 shares — an estimated $299K sold.

Credit Suisse first reported a position in DGRW in Q2 2014 and held it in 1 quarter. The position peaked at $299K in Q2 2014. 23 funds tracked by Wall St. Rank hold DGRW as of Q3 2014.

  • Credit Suisse reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2014 after selling out during the quarter.
  • Credit Suisse sold 10,290 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2014, an estimated $299K.
  • Credit Suisse first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2014 and held it in 1 quarter.
  • Credit Suisse's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $299K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2014.

Based on Credit Suisse's 13F filing for Q3 2014, filed 14 Nov 2014.