Credit Suisse’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Credit Suisse’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-9,974	Closed	-$355K	–	4016
2015 Q4	$355K	Sell	9,974 -28,356	-74%	-$1.02M	﹤0.01%	3595
2015 Q3	$1.29M	Buy	38,330 +148	+0.4%	+$5.23K	﹤0.01%	2594
2015 Q2	$1.38M	Sell	38,182 -1,600	-4%	-$59.5K	﹤0.01%	2876
2015 Q1	$1.46M	Hold	39,782	–	–	﹤0.01%	2670
2014 Q4	$1.48M	Hold	39,782	–	–	﹤0.01%	2814
2014 Q3	$1.42M	Hold	39,782	–	–	﹤0.01%	2752
2014 Q2	$1.41M	Hold	39,782	–	–	﹤0.01%	3000
2014 Q1	$1.35M	Hold	39,782	–	–	﹤0.01%	2849
2013 Q4	$1.32M	Hold	39,782	–	–	﹤0.01%	3035
2013 Q3	$1.22M	Sell	39,782 -1,662	-4%	-$51.2K	﹤0.01%	2787
2013 Q2	$1.24M	Buy	+41,444	New	+$1.25M	﹤0.01%	2629

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Credit Suisse's DLN Position: Q1 2016 in Review

Credit Suisse sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2016, closing a stake of 9,974 shares — an estimated $355K sold.

Credit Suisse first reported a position in DLN in Q2 2013 and held it in 11 quarters. The position peaked at $1.48M in Q4 2014. 149 funds tracked by Wall St. Rank hold DLN as of Q1 2016.

Credit Suisse reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
Credit Suisse sold 9,974 WisdomTree US LargeCap Dividend Fund shares in Q1 2016, an estimated $355K.
Credit Suisse first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and held it in 11 quarters.
Credit Suisse's WisdomTree US LargeCap Dividend Fund position peaked at $1.48M in Q4 2014.
149 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2016.

Based on Credit Suisse's 13F filing for Q1 2016, filed 16 May 2016.