Sandy Spring Bank’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sandy Spring Bank’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-175	Closed	-$6K	–	1136
2022 Q2	$6K	Buy	+175	New	+$7.12K	﹤0.01%	916
2018 Q2	–	Sell	-3,772	Closed	-$180K	–	772
2018 Q1	$180K	Buy	+3,772	New	+$180K	0.02%	311
2014 Q4	–	Sell	-45	Closed	-$2K	–	800
2014 Q3	$2K	Sell	45 -523	-92%	-$27.2K	﹤0.01%	744
2014 Q2	$29K	Buy	568 +523	+1,162%	+$26.5K	﹤0.01%	482
2014 Q1	$2K	Buy	+45	New	+$2.14K	﹤0.01%	702

Other funds holding DEM

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sandy Spring Bank's DEM Position: Q3 2022 in Review

Sandy Spring Bank sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 175 shares — an estimated $6K sold.

Sandy Spring Bank first reported a position in DEM in Q1 2014 and held it in 5 quarters. The position peaked at $180K in Q1 2018. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Sandy Spring Bank reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Sandy Spring Bank sold 175 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $6K.
Sandy Spring Bank first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2014 and held it in 5 quarters.
Sandy Spring Bank's WisdomTree Emerging Markets High Dividend Fund position peaked at $180K in Q1 2018.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Sandy Spring Bank's 13F filing for Q3 2022, filed 2 Nov 2022.