Chemical Bank’s WisdomTree International Equity Fund DWM Stock Holding History

Chemical Bank’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$422K	Hold	8,268	–	–	0.05%	268
2019 Q1	$418K	Hold	8,268	–	–	0.05%	271
2018 Q4	$385K	Sell	8,268 -10	-0.1%	-$493	0.05%	271
2018 Q3	$440K	Buy	8,278 +1,045	+14%	+$55.5K	0.05%	271
2018 Q2	$381K	Buy	7,233 +2,250	+45%	+$124K	0.04%	282
2018 Q1	$274K	Hold	4,983	–	–	0.03%	318
2017 Q4	$278K	Buy	+4,983	New	+$274K	0.03%	322

Other funds holding DWM

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

RJFSA

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

Chemical Bank's DWM Position: Q2 2019 in Review

Chemical Bank held its WisdomTree International Equity Fund (DWM) position steady in Q2 2019 at 8,268 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #268.

Chemical Bank first reported a position in DWM in Q4 2017 and has held it in 7 quarters since. The position peaked at $440K in Q3 2018. 121 funds tracked by Wall St. Rank hold DWM as of Q2 2019.

Chemical Bank held 8,268 shares of WisdomTree International Equity Fund worth $422K as of Q2 2019.
Chemical Bank left its WisdomTree International Equity Fund share count unchanged in Q2 2019.
WisdomTree International Equity Fund made up 0.05% of Chemical Bank's portfolio in Q2 2019, its #268 holding.
Chemical Bank first reported a position in WisdomTree International Equity Fund in Q4 2017 and has held it in 7 quarters since.
Chemical Bank's WisdomTree International Equity Fund position peaked at $440K in Q3 2018.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2019.

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