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Credit Suisse’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Credit Suisse’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-12,627
Closed -$276K – 4227
2013
Q2 		$276K Buy
+12,627
New +$278K ﹤0.01% 3677

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Credit Suisse's DON Position: Q3 2013 in Review

Credit Suisse sold out of WisdomTree US MidCap Dividend Fund (DON) in Q3 2013, closing a stake of 12,627 shares — an estimated $276K sold.

Credit Suisse first reported a position in DON in Q2 2013 and held it in 1 quarter. The position peaked at $276K in Q2 2013. 81 funds tracked by Wall St. Rank hold DON as of Q3 2013.

  • Credit Suisse reported no remaining WisdomTree US MidCap Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Credit Suisse sold 12,627 WisdomTree US MidCap Dividend Fund shares in Q3 2013, an estimated $276K.
  • Credit Suisse first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Credit Suisse's WisdomTree US MidCap Dividend Fund position peaked at $276K in Q2 2013.
  • 81 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2013.

Based on Credit Suisse's 13F filing for Q3 2013, filed 13 Nov 2013.