Chemical Bank’s WisdomTree True Developed International Fund DOL Stock Holding History

Chemical Bank’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$1.53M	Buy	32,464 +867	+3%	+$40.5K	0.17%	132
2019 Q1	$1.47M	Sell	31,597 -962	-3%	-$43.7K	0.17%	134
2018 Q4	$1.38M	Buy	32,559 +3,270	+11%	+$147K	0.17%	131
2018 Q3	$1.41M	Sell	29,289 -1,195	-4%	-$57.6K	0.15%	147
2018 Q2	$1.46M	Buy	30,484 +1,690	+6%	+$84.7K	0.16%	141
2018 Q1	$1.43M	Buy	28,794 +4,664	+19%	+$239K	0.16%	142
2017 Q4	$1.22M	Buy	24,130 +1,960	+9%	+$98K	0.13%	153
2017 Q3	$1.1M	Buy	22,170 +1,945	+10%	+$94.4K	0.12%	158
2017 Q2	$956K	Buy	20,225 +10,158	+101%	+$478K	0.1%	182
2017 Q1	$457K	Buy	+10,067	New	+$447K	0.05%	252

Other funds holding DOL

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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