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Credit Suisse’s WisdomTree WT Stock Holding History

Credit Suisse’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100,000
Closed -$233K – 4159
2020
Q1 		$233K Sell
100,000
-400,000
-80% -$1.55M ﹤0.01% 3570
2019
Q4 		$2.42M Sell
500,000
-300,000
-38% -$1.49M ﹤0.01% 2446
2019
Q3 		$4.18M Hold
800,000
– – ﹤0.01% 1899
2019
Q2 		$4.94M Buy
+800,000
New +$5.43M ﹤0.01% 1767

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Credit Suisse's WT Position: Q1 2024 in Review

Credit Suisse increased its WisdomTree (WT) stake by 0.35% in Q1 2024, buying an estimated $7.39K and bringing the position to 273,990 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Credit Suisse first reported a position in WT in Q2 2013 and has held it in 44 quarters since. The position peaked at $8.72M in Q3 2019. 206 funds tracked by Wall St. Rank hold WT as of Q1 2024.

  • Credit Suisse held 273,990 shares of WisdomTree worth $2.52M as of Q1 2024.
  • Credit Suisse bought 965 WisdomTree shares in Q1 2024, an estimated $7.39K.
  • WisdomTree made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1707 holding.
  • Credit Suisse first reported a position in WisdomTree in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's WisdomTree position peaked at $8.72M in Q3 2019.
  • 206 funds tracked by Wall St. Rank held WisdomTree as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.