Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CB
Chemical Bank’s
WisdomTree US MidCap Dividend Fund
DON
Stock Holding History
Chemical Bank’s Portfolio
DON Stock Details
DON Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
$1M
Buy
27,645
+6,068
+28%
+$218K
0.11%
183
2019
Q1
$772K
Buy
21,577
+2,681
+14%
+$93.6K
0.09%
196
2018
Q4
$598K
Buy
18,896
+1,773
+10%
+$60.8K
0.07%
206
2018
Q3
$631K
Sell
17,123
-1,895
-10%
-$69.8K
0.07%
233
2018
Q2
$681K
Sell
19,018
-535
-3%
-$18.8K
0.07%
212
2018
Q1
$667K
Sell
19,553
-455
-2%
-$15.9K
0.07%
214
2017
Q4
$706K
Buy
20,008
+5,278
+36%
+$181K
0.08%
207
2017
Q3
$491K
Buy
14,730
+450
+3%
+$14.7K
0.05%
249
2017
Q2
$465K
Buy
+14,280
New
+$463K
0.05%
261
Other funds holding DON
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LW
Linscomb Wealth
Houston, Texas
$2.25B AUM
23.36%
1-Year Est. Return
SWM
SVA Wealth Management
Madison, Wisconsin
$1.15B AUM
22.3%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close