Chemical Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Chemical Bank’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$1.03M	Buy	37,857 +7,184	+23%	+$196K	0.12%	179
2019 Q1	$845K	Buy	30,673 +63	+0.2%	+$1.72K	0.1%	191
2018 Q4	$751K	Buy	30,610 +733	+2%	+$19.9K	0.09%	189
2018 Q3	$888K	Buy	29,877 +555	+2%	+$16.7K	0.09%	192
2018 Q2	$870K	Buy	29,322 +4,380	+18%	+$126K	0.09%	187
2018 Q1	$684K	Buy	24,942 +3,015	+14%	+$85.1K	0.07%	209
2017 Q4	$637K	Buy	21,927 +3,390	+18%	+$96.6K	0.07%	222
2017 Q3	$520K	Buy	18,537 +345	+2%	+$9.22K	0.06%	242
2017 Q2	$488K	Buy	+18,192	New	+$488K	0.05%	258

Other funds holding DES

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Chemical Bank's DES Position: Q2 2019 in Review

Chemical Bank increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 23% in Q2 2019, buying an estimated $196K and bringing the position to 37,857 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #179.

Chemical Bank first reported a position in DES in Q2 2017 and has held it in 9 quarters since. 246 funds tracked by Wall St. Rank hold DES as of Q2 2019.

Chemical Bank held 37,857 shares of WisdomTree US SmallCap Dividend Fund worth $1.03M as of Q2 2019.
Chemical Bank bought 7,184 WisdomTree US SmallCap Dividend Fund shares in Q2 2019, an estimated $196K.
WisdomTree US SmallCap Dividend Fund made up 0.12% of Chemical Bank's portfolio in Q2 2019, its #179 holding.
Chemical Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and has held it in 9 quarters since.
246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2019.

Based on Chemical Bank's 13F filing for Q2 2019, filed 25 Jul 2019.