Sandy Spring Bank’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.08K	Buy	+25	New	+$1.13K	﹤0.01%	1086
2024 Q2	–	Sell	-639	Closed	-$29.4K	–	1300
2024 Q1	$29.4K	Buy	+639	New	+$27.9K	﹤0.01%	680
2017 Q4	–	Sell	-330	Closed	-$10K	–	860
2017 Q3	$10K	Hold	330	–	–	﹤0.01%	679
2017 Q2	$10K	Hold	330	–	–	﹤0.01%	684
2017 Q1	$9K	Buy	+330	New	+$9.07K	﹤0.01%	701

Other funds holding IHDG

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Sandy Spring Bank opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025: 25 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in IHDG as recently as Q1 2024.

Sandy Spring Bank first reported a position in IHDG in Q1 2017 and has held it in 5 quarters since. The position peaked at $29.4K in Q1 2024. 262 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

Sandy Spring Bank held 25 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.08K as of Q1 2025.
WisdomTree International Hedged Quality Dividend Growth Fund was a new Sandy Spring Bank position in Q1 2025.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1086 holding.
Sandy Spring Bank first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2017 and has held it in 5 quarters since.
Sandy Spring Bank's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $29.4K in Q1 2024.
262 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

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