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Sandy Spring Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Sandy Spring Bank’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$21.4M Sell
433,008
-92,358
-18% -$4.71M 0.9% 23
2024
Q4 		$26.8M Sell
525,366
-57,806
-10% -$3.03M 1.08% 16
2024
Q3 		$29.8M Sell
583,172
-9,597
-2% -$469K 1.23% 16
2024
Q2 		$27.7M Sell
592,769
-6,574
-1% -$311K 1.22% 16
2024
Q1 		$29.2M Buy
599,343
+1,121
+0.2% +$51.4K 1.33% 15
2023
Q4 		$27.3M Sell
598,222
-7,630
-1% -$320K 1.36% 14
2023
Q3 		$24.8M Buy
605,852
+766
+0.1% +$32.7K 1.38% 13
2023
Q2 		$25.4M Buy
605,086
+32,512
+6% +$1.32M 1.36% 12
2023
Q1 		$23.5M Buy
572,574
+48,986
+9% +$2.08M 1.33% 11
2022
Q4 		$21.5M Buy
523,588
+75,951
+17% +$3.14M 1.28% 13
2022
Q3 		$16.9M Buy
447,637
+59,680
+15% +$2.46M 1.07% 15
2022
Q2 		$15.1M Buy
387,957
+103,985
+37% +$4.38M 0.91% 24
2022
Q1 		$12.6M Buy
283,972
+183,517
+183% +$8.03M 0.64% 36
2021
Q4 		$4.46M Buy
+100,455
New +$4.38M 0.21% 109
2015
Q3 		– Sell
-291
Closed -$8K – 971
2015
Q2 		$8K Buy
+291
New +$8.27K ﹤0.01% 729

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Sandy Spring Bank reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 18% in Q1 2025, selling an estimated $4.71M and leaving 433,008 shares worth $21.4M. The position accounts for 0.9% of the portfolio, ranked #23.

Sandy Spring Bank first reported a position in DON in Q2 2015 and has held it in 15 quarters since. The position peaked at $29.8M in Q3 2024. 434 funds tracked by Wall St. Rank hold DON as of Q1 2025.

  • Sandy Spring Bank held 433,008 shares of WisdomTree US MidCap Dividend Fund worth $21.4M as of Q1 2025.
  • Sandy Spring Bank sold 92,358 WisdomTree US MidCap Dividend Fund shares in Q1 2025, an estimated $4.71M.
  • WisdomTree US MidCap Dividend Fund made up 0.9% of Sandy Spring Bank's portfolio in Q1 2025, its #23 holding.
  • Sandy Spring Bank first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2015 and has held it in 15 quarters since.
  • Sandy Spring Bank's WisdomTree US MidCap Dividend Fund position peaked at $29.8M in Q3 2024.
  • 434 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2025.

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