Sigma Planning Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $582K | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $971K | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $541K | Buy |
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|
2021
Q2 | $513K | Sell |
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|
2021
Q1 | $682K | Buy |
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|
2020
Q4 | $563K | Buy |
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|
2020
Q3 | $352K | Sell |
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|
2020
Q2 | $384K | Buy |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $573K | Buy |
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|
2019
Q3 | $241K | Buy |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $231K | Buy |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $274K | Buy |
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|
2018
Q1 | $253K | Buy |
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|
2017
Q4 | $227K | Buy |
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|
2017
Q3 | $215K | Sell |
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|
2017
Q2 | $206K | Sell |
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|
2017
Q1 | $208K | Sell |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $240K | Sell |
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|
2015
Q3 | $237K | Sell |
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|
2015
Q2 | $319K | Sell |
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|
2015
Q1 | $365K | Sell |
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|
2014
Q4 | $370K | Buy |
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