Sandy Spring Bank’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-50	Closed	-$2.98K	–	1223
2024 Q2	$2.98K	Buy	+50	New	+$3.04K	﹤0.01%	1054
2019 Q2	–	Sell	-50	Closed	-$3K	–	830
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	743
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	737
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	738
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	727
2018 Q1	$3K	Hold	50	–	–	﹤0.01%	778
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	774
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	769
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	789
2017 Q1	$3K	Hold	50	–	–	﹤0.01%	785
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	786
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	776
2016 Q2	$3K	Hold	50	–	–	﹤0.01%	825
2016 Q1	$3K	Hold	50	–	–	﹤0.01%	854
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	825
2015 Q3	$3K	Hold	50	–	–	﹤0.01%	835
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	860
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	811
2014 Q4	$3K	Hold	50	–	–	﹤0.01%	748
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	727
2014 Q2	$3K	Hold	50	–	–	﹤0.01%	734
2014 Q1	$3K	Buy	+50	New	+$3.01K	﹤0.01%	673

Other funds holding DFE

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Sandy Spring Bank's DFE Position: Q3 2024 in Review

Sandy Spring Bank sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q3 2024, closing a stake of 50 shares — an estimated $2.98K sold.

Sandy Spring Bank first reported a position in DFE in Q1 2014 and held it in 22 quarters. The position peaked at $4K in Q4 2017. 56 funds tracked by Wall St. Rank hold DFE as of Q3 2024.

Sandy Spring Bank reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Sandy Spring Bank sold 50 WisdomTree Europe SmallCap Dividend Fund shares in Q3 2024, an estimated $2.98K.
Sandy Spring Bank first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and held it in 22 quarters.
Sandy Spring Bank's WisdomTree Europe SmallCap Dividend Fund position peaked at $4K in Q4 2017.
56 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.