Sandy Spring Bank’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$47.9K	Hold	600	–	–	﹤0.01%	585
2024 Q4	$48.6K	Hold	600	–	–	﹤0.01%	587
2024 Q3	$49.9K	Sell	600 -65	-10%	-$5.21K	﹤0.01%	587
2024 Q2	$51.9K	Buy	665 +65	+11%	+$4.91K	﹤0.01%	576
2024 Q1	$45.7K	Hold	600	–	–	﹤0.01%	602
2023 Q4	$42.2K	Hold	600	–	–	﹤0.01%	598
2023 Q3	$38.1K	Hold	600	–	–	﹤0.01%	590
2023 Q2	$40K	Hold	600	–	–	﹤0.01%	584
2023 Q1	$37.4K	Hold	600	–	–	﹤0.01%	582
2022 Q4	$36.2K	Sell	600 -400	-40%	-$23.9K	﹤0.01%	588
2022 Q3	$54K	Sell	1,000 -847	-46%	-$50.1K	﹤0.01%	502
2022 Q2	$106K	Buy	1,847 +1,812	+5,177%	+$110K	0.01%	402
2022 Q1	$2K	Sell	35 -150	-81%	-$9.47K	﹤0.01%	1053
2021 Q4	$12K	Buy	+185	New	+$11.6K	﹤0.01%	863

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sandy Spring Bank's DGRW Position: Q1 2025 in Review

Sandy Spring Bank held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2025 at 600 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Sandy Spring Bank first reported a position in DGRW in Q4 2021 and has held it in 14 quarters since. The position peaked at $106K in Q2 2022. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Sandy Spring Bank held 600 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $47.9K as of Q1 2025.
Sandy Spring Bank left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2025.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #585 holding.
Sandy Spring Bank first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 14 quarters since.
Sandy Spring Bank's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $106K in Q2 2022.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.