Sandy Spring Bank’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-974	Closed	-$47.7K	–	1241
2024 Q4	$47.7K	Buy	974 +6	+0.6%	+$307	﹤0.01%	593
2024 Q3	$52K	Buy	968 +11	+1%	+$573	﹤0.01%	580
2024 Q2	$49.3K	Buy	957 +12	+1%	+$618	﹤0.01%	593
2024 Q1	$48.1K	Buy	945 +1	+0.1%	+$49	﹤0.01%	582
2023 Q4	$47.1K	Buy	944 +9	+1%	+$421	﹤0.01%	574
2023 Q3	$43.3K	Buy	935 +15	+2%	+$717	﹤0.01%	565
2023 Q2	$42.8K	Buy	920 +18	+2%	+$836	﹤0.01%	574
2023 Q1	$41.3K	Buy	902 +2	+0.2%	+$92	﹤0.01%	564
2022 Q4	$39.6K	Buy	900 +6	+0.7%	+$254	﹤0.01%	569
2022 Q3	$36K	Buy	894 +18	+2%	+$795	﹤0.01%	560
2022 Q2	$39K	Buy	876 +21	+2%	+$1.04K	﹤0.01%	557
2022 Q1	$46K	Buy	855 +2	+0.2%	+$105	﹤0.01%	556
2021 Q4	$45K	Buy	853 +10	+1%	+$526	﹤0.01%	593
2021 Q3	$45K	Buy	843 +10	+1%	+$543	﹤0.01%	572
2021 Q2	$45K	Buy	833 +11	+1%	+$587	﹤0.01%	589
2021 Q1	$42K	Buy	822 +2	+0.2%	+$99	﹤0.01%	539
2020 Q4	$39K	Buy	820 +8	+1%	+$357	﹤0.01%	535
2020 Q3	$34K	Buy	812 +13	+2%	+$544	﹤0.01%	520
2020 Q2	$31K	Buy	799 +11	+1%	+$408	﹤0.01%	530
2020 Q1	$26K	Buy	+788	New	+$33.3K	﹤0.01%	530

Other funds holding DGS

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Sandy Spring Bank sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2025, closing a stake of 974 shares — an estimated $47.7K sold.

Sandy Spring Bank first reported a position in DGS in Q1 2020 and held it in 20 quarters. The position peaked at $52K in Q3 2024. 224 funds tracked by Wall St. Rank hold DGS as of Q1 2025.

Sandy Spring Bank reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 974 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2025, an estimated $47.7K.
Sandy Spring Bank first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2020 and held it in 20 quarters.
Sandy Spring Bank's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $52K in Q3 2024.
224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2025.

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