Sandy Spring Bank’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,223	Closed	-$67K	–	850
2017 Q3	$67K	Buy	+1,223	New	+$65.2K	0.01%	403

Other funds holding DWM

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

RJA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Sandy Spring Bank's DWM Position: Q4 2017 in Review

Sandy Spring Bank sold out of WisdomTree International Equity Fund (DWM) in Q4 2017, closing a stake of 1,223 shares — an estimated $67K sold.

Sandy Spring Bank first reported a position in DWM in Q3 2017 and held it in 1 quarter. The position peaked at $67K in Q3 2017. 109 funds tracked by Wall St. Rank hold DWM as of Q4 2017.

Sandy Spring Bank reported no remaining WisdomTree International Equity Fund position as of Q4 2017 after selling out during the quarter.
Sandy Spring Bank sold 1,223 WisdomTree International Equity Fund shares in Q4 2017, an estimated $67K.
Sandy Spring Bank first reported a position in WisdomTree International Equity Fund in Q3 2017 and held it in 1 quarter.
Sandy Spring Bank's WisdomTree International Equity Fund position peaked at $67K in Q3 2017.
109 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2017.

Based on Sandy Spring Bank's 13F filing for Q4 2017, filed 2 Feb 2018.