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Credit Suisse’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Credit Suisse’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-48,654
Closed -$1.74M – 4020
2015
Q4 		$1.74M Sell
48,654
-50,470
-51% -$1.82M ﹤0.01% 2379
2015
Q3 		$3.37M Sell
99,124
-870
-0.9% -$31K ﹤0.01% 1868
2015
Q2 		$3.66M Buy
99,994
+7,268
+8% +$273K ﹤0.01% 2020
2015
Q1 		$3.44M Buy
92,726
+14,106
+18% +$526K ﹤0.01% 1969
2014
Q4 		$2.94M Sell
78,620
-2,682
-3% -$97.9K ﹤0.01% 2210
2014
Q3 		$2.9M Buy
81,302
+932
+1% +$33.4K ﹤0.01% 2194
2014
Q2 		$2.88M Sell
80,370
-496
-0.6% -$17.3K ﹤0.01% 2410
2014
Q1 		$2.76M Sell
80,866
-26,058
-24% -$864K ﹤0.01% 2263
2013
Q4 		$3.59M Sell
106,924
-14,968
-12% -$485K ﹤0.01% 2119
2013
Q3 		$3.77M Sell
121,892
-60,454
-33% -$1.88M ﹤0.01% 1872
2013
Q2 		$5.5M Buy
+182,346
New +$5.53M 0.01% 1493

Other funds holding DTD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse's DTD Position: Q1 2016 in Review

Credit Suisse sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2016, closing a stake of 48,654 shares — an estimated $1.74M sold.

Credit Suisse first reported a position in DTD in Q2 2013 and held it in 11 quarters. The position peaked at $5.5M in Q2 2013. 68 funds tracked by Wall St. Rank hold DTD as of Q1 2016.

  • Credit Suisse reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2016 after selling out during the quarter.
  • Credit Suisse sold 48,654 WisdomTree US Total Dividend Fund shares in Q1 2016, an estimated $1.74M.
  • Credit Suisse first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and held it in 11 quarters.
  • Credit Suisse's WisdomTree US Total Dividend Fund position peaked at $5.5M in Q2 2013.
  • 68 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2016.

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