Sandy Spring Bank’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-800	Closed	-$56.7K	–	1226
2024 Q2	$56.7K	Sell	800 -370	-32%	-$25.7K	﹤0.01%	562
2024 Q1	$82.7K	Sell	1,170 -309	-21%	-$20.8K	﹤0.01%	495
2023 Q4	$96.7K	Hold	1,479	–	–	﹤0.01%	452
2023 Q3	$89K	Sell	1,479 -1,000	-40%	-$62.5K	﹤0.01%	453
2023 Q2	$154K	Hold	2,479	–	–	0.01%	384
2023 Q1	$150K	Buy	+2,479	New	+$151K	0.01%	383
2022 Q3	–	Sell	-756	Closed	-$44K	–	1138
2022 Q2	$44K	Buy	+756	New	+$46.6K	﹤0.01%	538

Other funds holding DTD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Sandy Spring Bank sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 800 shares — an estimated $56.7K sold.

Sandy Spring Bank first reported a position in DTD in Q2 2022 and held it in 7 quarters. The position peaked at $154K in Q2 2023. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

Sandy Spring Bank reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
Sandy Spring Bank sold 800 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $56.7K.
Sandy Spring Bank first reported a position in WisdomTree US Total Dividend Fund in Q2 2022 and held it in 7 quarters.
Sandy Spring Bank's WisdomTree US Total Dividend Fund position peaked at $154K in Q2 2023.
181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

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