TCF National Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

TCF National Bank’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.34M	Buy	43,178 +1,122	+3%	+$33.1K	0.15%	147
2020 Q4	$1.12M	Sell	42,056 -4,805	-10%	-$117K	0.12%	175
2020 Q3	$988K	Buy	46,861 +9,004	+24%	+$196K	0.12%	180
2020 Q2	$1.03M	Sell	37,857 -7,131	-16%	-$142K	0.12%	179
2020 Q1	$810K	Buy	44,988 +433	+1%	+$10.7K	0.12%	180
2019 Q4	$1.28M	Buy	44,555 +5,995	+16%	+$167K	0.14%	153
2019 Q3	$1.06M	Buy	+38,560	New	+$1.03M	0.13%	178

Other funds holding DES

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCF National Bank's DES Position: Q1 2021 in Review

TCF National Bank increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.7% in Q1 2021, buying an estimated $33.1K and bringing the position to 43,178 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #147.

TCF National Bank first reported a position in DES in Q3 2019 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold DES as of Q1 2021.

TCF National Bank held 43,178 shares of WisdomTree US SmallCap Dividend Fund worth $1.34M as of Q1 2021.
TCF National Bank bought 1,122 WisdomTree US SmallCap Dividend Fund shares in Q1 2021, an estimated $33.1K.
WisdomTree US SmallCap Dividend Fund made up 0.15% of TCF National Bank's portfolio in Q1 2021, its #147 holding.
TCF National Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2021.

Based on TCF National Bank's 13F filing for Q1 2021, filed 30 Apr 2021.