Credit Suisse’s WisdomTree New Economy Real Estate Fund WTRE Stock Holding History

Credit Suisse’s Portfolio WTRE Stock Details WTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-7,000	Closed	-$201K	–	4504
2015 Q2	$201K	Hold	7,000	–	–	﹤0.01%	4222
2015 Q1	$207K	Buy	+7,000	New	+$206K	﹤0.01%	4068
2014 Q3	–	Sell	-7,000	Closed	-$211K	–	4671
2014 Q2	$211K	Buy	+7,000	New	+$205K	﹤0.01%	4316

Other funds holding WTRE

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Credit Suisse's WTRE Position: Q3 2015 in Review

Credit Suisse sold out of WisdomTree New Economy Real Estate Fund (WTRE) in Q3 2015, closing a stake of 7,000 shares — an estimated $201K sold.

Credit Suisse first reported a position in WTRE in Q2 2014 and held it in 3 quarters. The position peaked at $211K in Q2 2014. 29 funds tracked by Wall St. Rank hold WTRE as of Q3 2015.

Credit Suisse reported no remaining WisdomTree New Economy Real Estate Fund position as of Q3 2015 after selling out during the quarter.
Credit Suisse sold 7,000 WisdomTree New Economy Real Estate Fund shares in Q3 2015, an estimated $201K.
Credit Suisse first reported a position in WisdomTree New Economy Real Estate Fund in Q2 2014 and held it in 3 quarters.
Credit Suisse's WisdomTree New Economy Real Estate Fund position peaked at $211K in Q2 2014.
29 funds tracked by Wall St. Rank held WisdomTree New Economy Real Estate Fund as of Q3 2015.

Based on Credit Suisse's 13F filing for Q3 2015, filed 13 Nov 2015.