Credit Suisse’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Credit Suisse’s Portfolio DGS Stock Details DGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-60,917	Closed	-$2.91M	–	4031
2019 Q4	$2.91M	Buy	+60,917	New	+$2.79M	﹤0.01%	2300
2018 Q4	–	Sell	-19,074	Closed	-$871K	–	3889
2018 Q3	$871K	Sell	19,074 -14	-0.1%	-$658	﹤0.01%	2961
2018 Q2	$910K	Buy	19,088 +356	+2%	+$18.5K	﹤0.01%	3084
2018 Q1	$1.01M	Buy	18,732 +6,554	+54%	+$355K	﹤0.01%	2943
2017 Q4	$635K	Buy	+12,178	New	+$605K	﹤0.01%	3304
2017 Q1	–	Sell	-14,007	Closed	-$548K	–	3853
2016 Q4	$548K	Buy	+14,007	New	+$561K	﹤0.01%	3390
2013 Q4	–	Sell	-9,615	Closed	-$449K	–	4597
2013 Q3	$449K	Sell	9,615 -31,785	-77%	-$1.47M	﹤0.01%	3560
2013 Q2	$1.91M	Buy	+41,400	New	+$2.09M	﹤0.01%	2309

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Credit Suisse's DGS Position: Q1 2020 in Review

Credit Suisse sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 60,917 shares — an estimated $2.91M sold.

Credit Suisse first reported a position in DGS in Q2 2013 and held it in 8 quarters. The position peaked at $2.91M in Q4 2019. 170 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

Credit Suisse reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Credit Suisse sold 60,917 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $2.91M.
Credit Suisse first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 8 quarters.
Credit Suisse's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.91M in Q4 2019.
170 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on Credit Suisse's 13F filing for Q1 2020, filed 13 May 2020.