Sandy Spring Bank’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-620	Closed	-$27K	–	774
2018 Q1	$27K	Hold	620	–	–	﹤0.01%	548
2017 Q4	$29K	Hold	620	–	–	﹤0.01%	529
2017 Q3	$27K	Hold	620	–	–	﹤0.01%	527
2017 Q2	$26K	Hold	620	–	–	﹤0.01%	546
2017 Q1	$26K	Buy	+620	New	+$25.4K	﹤0.01%	551

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sandy Spring Bank's DLN Position: Q2 2018 in Review

Sandy Spring Bank sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2018, closing a stake of 620 shares — an estimated $27K sold.

Sandy Spring Bank first reported a position in DLN in Q1 2017 and held it in 5 quarters. The position peaked at $29K in Q4 2017. 190 funds tracked by Wall St. Rank hold DLN as of Q2 2018.

Sandy Spring Bank reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Sandy Spring Bank sold 620 WisdomTree US LargeCap Dividend Fund shares in Q2 2018, an estimated $27K.
Sandy Spring Bank first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2017 and held it in 5 quarters.
Sandy Spring Bank's WisdomTree US LargeCap Dividend Fund position peaked at $29K in Q4 2017.
190 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2018.

Based on Sandy Spring Bank's 13F filing for Q2 2018, filed 3 Aug 2018.