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

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Chemical Bank's DOL Position: Q2 2019 in Review

Chemical Bank increased its WisdomTree True Developed International Fund (DOL) stake by 2.7% in Q2 2019, buying an estimated $40.5K and bringing the position to 32,464 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #132.

Chemical Bank first reported a position in DOL in Q1 2017 and has held it in 10 quarters since. 81 funds tracked by Wall St. Rank hold DOL as of Q2 2019.

Chemical Bank held 32,464 shares of WisdomTree True Developed International Fund worth $1.53M as of Q2 2019.
Chemical Bank bought 867 WisdomTree True Developed International Fund shares in Q2 2019, an estimated $40.5K.
WisdomTree True Developed International Fund made up 0.17% of Chemical Bank's portfolio in Q2 2019, its #132 holding.
Chemical Bank first reported a position in WisdomTree True Developed International Fund in Q1 2017 and has held it in 10 quarters since.
81 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2019.

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