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 $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Chemical Bank's DON Position: Q2 2019 in Review

Chemical Bank increased its WisdomTree US MidCap Dividend Fund (DON) stake by 28% in Q2 2019, buying an estimated $218K and bringing the position to 27,645 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #183.

Chemical Bank first reported a position in DON in Q2 2017 and has held it in 9 quarters since. 301 funds tracked by Wall St. Rank hold DON as of Q2 2019.

Chemical Bank held 27,645 shares of WisdomTree US MidCap Dividend Fund worth $1M as of Q2 2019.
Chemical Bank bought 6,068 WisdomTree US MidCap Dividend Fund shares in Q2 2019, an estimated $218K.
WisdomTree US MidCap Dividend Fund made up 0.11% of Chemical Bank's portfolio in Q2 2019, its #183 holding.
Chemical Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2017 and has held it in 9 quarters since.
301 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2019.

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