Sandy Spring Bank DON Holdings History

Number of Shares
433,008.00
Current Holdings Value*
$21.44 Mil
% of Portfolio
0.9%
Total Estimate Gain
$4.76 Mil
% of Total Estimate Gain
18.49%

Sandy Spring Bank's WisdomTree U.S. MidCap Dividend Fund Holding Summary

As of 2025-03-31, Sandy Spring Bank held 433,008.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $21.44 Mil. This investment constitutes 0.9% of their stock portfolio, and Sandy Spring Bank now holds 0.59% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.

The initial trade took place in 2015Q2. And since then Sandy Spring Bank has made 10 purchases of DON, at an average price of $42.41, for a total of 607,264.00 shares. In addition, there have been 6 sales at an average price of $50.77 for 174,256.00 shares. Based on historical transaction data and DON's current price of $50.05, Sandy Spring Bank's estimated gain on his DON holdings is $4.76 Mil, reflecting a 18.49% gain to date.

Sandy Spring Bank DON ($50.05) Holding Chart

Sandy Spring Bank DON ($50.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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