Sandy Spring Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sandy Spring 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
2022 Q1	–	Sell	-450	Closed	-$15K	–	1138
2021 Q4	$15K	Buy	+450	New	+$14.6K	﹤0.01%	814
2015 Q4	–	Sell	-2,136	Closed	-$45K	–	933
2015 Q3	$45K	Hold	2,136	–	–	0.01%	449
2015 Q2	$50K	Hold	2,136	–	–	0.01%	454
2015 Q1	$51K	Buy	+2,136	New	+$50.3K	0.01%	448

Other funds holding DES

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

Sandy Spring Bank's DES Position: Q1 2022 in Review

Sandy Spring Bank sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2022, closing a stake of 450 shares — an estimated $15K sold.

Sandy Spring Bank first reported a position in DES in Q1 2015 and held it in 4 quarters. The position peaked at $51K in Q1 2015. 293 funds tracked by Wall St. Rank hold DES as of Q1 2022.

Sandy Spring Bank reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Sandy Spring Bank sold 450 WisdomTree US SmallCap Dividend Fund shares in Q1 2022, an estimated $15K.
Sandy Spring Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2015 and held it in 4 quarters.
Sandy Spring Bank's WisdomTree US SmallCap Dividend Fund position peaked at $51K in Q1 2015.
293 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2022.

Based on Sandy Spring Bank's 13F filing for Q1 2022, filed 3 May 2022.