SPC
DEM icon

Sigma Planning Corp’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sigma Planning Corp’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,238
Closed -$400K – 1228
2024
Q2 		$400K Buy
9,238
+1,016
+12% +$43.7K 0.01% 816
2024
Q1 		$344K Buy
+8,222
New +$335K 0.01% 898
2020
Q3 		– Sell
-5,708
Closed -$206K – 1083
2020
Q2 		$206K Buy
+5,708
New +$201K 0.01% 928
2018
Q1 		– Sell
-6,586
Closed -$299K – 867
2017
Q4 		$299K Buy
6,586
+388
+6% +$17K 0.02% 606
2017
Q3 		$267K Buy
6,198
+22
+0.4% +$948 0.02% 649
2017
Q2 		$253K Buy
6,176
+182
+3% +$7.46K 0.02% 624
2017
Q1 		$245K Sell
5,994
-700
-10% -$27.9K 0.02% 629
2016
Q4 		$250K Sell
6,694
-1,582
-19% -$59K 0.03% 574
2016
Q3 		$311K Buy
8,276
+1,065
+15% +$40.2K 0.04% 504
2016
Q2 		$255K Sell
7,211
-425
-6% -$14.7K 0.03% 537
2016
Q1 		$266K Sell
7,636
-277
-4% -$8.66K 0.04% 493
2015
Q4 		$250K Buy
+7,913
New +$272K 0.04% 516
2015
Q3 		– Sell
-5,898
Closed -$256K – 689
2015
Q2 		$256K Sell
5,898
-72
-1% -$3.3K 0.04% 540
2015
Q1 		$254K Sell
5,970
-166
-3% -$7.09K 0.03% 587
2014
Q4 		$259K Buy
+6,136
New +$279K 0.03% 555

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sigma Planning Corp's DEM Position: Q3 2024 in Review

Sigma Planning Corp sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 9,238 shares — an estimated $400K sold.

Sigma Planning Corp first reported a position in DEM in Q4 2014 and held it in 15 quarters. The position peaked at $400K in Q2 2024. 304 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

  • Sigma Planning Corp reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 9,238 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $400K.
  • Sigma Planning Corp first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and held it in 15 quarters.
  • Sigma Planning Corp's WisdomTree Emerging Markets High Dividend Fund position peaked at $400K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.