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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $575K | Hold |
14,140
| – | – | 0.01% | 849 |
|
|
2026
Q1 | $508K | Buy |
14,140
+67
| +0.5% | +$2.42K | 0.01% | 827 |
|
|
2025
Q4 | $471K | Buy |
14,073
+5
| +0% | +$167 | 0.01% | 812 |
|
|
2025
Q3 | $474K | Sell |
14,068
-2,187
| -13% | -$72.6K | 0.01% | 841 |
|
|
2025
Q2 | $516K | Sell |
16,255
-465
| -3% | -$14.3K | 0.02% | 770 |
|
|
2025
Q1 | $534K | Buy |
16,720
+121
| +0.7% | +$4.07K | 0.02% | 705 |
|
|
2024
Q4 | $570K | Buy |
16,599
+277
| +2% | +$9.8K | 0.02% | 689 |
|
|
2024
Q3 | $563K | Sell |
16,322
-196
| -1% | -$6.51K | 0.02% | 699 |
|
|
2024
Q2 | $515K | Sell |
16,518
-1,305
| -7% | -$41K | 0.02% | 715 |
|
|
2024
Q1 | $582K | Buy |
17,823
+8,601
| +93% | +$269K | 0.02% | 702 |
|
|
2023
Q4 | $297K | Sell |
9,222
-14,420
| -61% | -$419K | 0.02% | 622 |
|
|
2023
Q3 | $667K | Sell |
23,642
-897
| -4% | -$26.3K | 0.03% | 598 |
|
|
2023
Q2 | $706K | Sell |
24,539
-14,674
| -37% | -$409K | 0.03% | 597 |
|
|
2023
Q1 | $1.12M | Sell |
39,213
-1,887
| -5% | -$56.5K | 0.04% | 459 |
|
|
2022
Q4 | $1.17M | Buy |
41,100
+3,384
| +9% | +$97.2K | 0.04% | 427 |
|
|
2022
Q3 | $971K | Buy |
37,716
+1,097
| +3% | +$31.8K | 0.04% | 472 |
|
|
2022
Q2 | $1.03M | Sell |
36,619
-3,223
| -8% | -$96.7K | 0.04% | 450 |
|
|
2022
Q1 | $1.27M | Buy |
39,842
+12,945
| +48% | +$413K | 0.04% | 445 |
|
|
2021
Q4 | $884K | Buy |
26,897
+9,341
| +53% | +$302K | 0.02% | 599 |
|
|
2021
Q3 | $541K | Buy |
17,556
+1,462
| +9% | +$45.9K | 0.02% | 783 |
|
|
2021
Q2 | $513K | Sell |
16,094
-5,815
| -27% | -$188K | 0.02% | 820 |
|
|
2021
Q1 | $682K | Buy |
21,909
+725
| +3% | +$21.4K | 0.02% | 641 |
|
|
2020
Q4 | $563K | Buy |
21,184
+4,469
| +27% | +$108K | 0.02% | 651 |
|
|
2020
Q3 | $352K | Sell |
16,715
-1,406
| -8% | -$30.6K | 0.01% | 741 |
|
|
2020
Q2 | $384K | Buy |
18,121
+14
| +0.1% | +$278 | 0.02% | 691 |
|
|
2020
Q1 | $326K | Sell |
18,107
-1,881
| -9% | -$46.5K | 0.02% | 612 |
|
|
2019
Q4 | $573K | Buy |
19,988
+11,166
| +127% | +$311K | 0.02% | 556 |
|
|
2019
Q3 | $241K | Buy |
8,822
+36
| +0.4% | +$960 | 0.01% | 856 |
|
|
2019
Q2 | $238K | Sell |
8,786
-612
| -7% | -$16.7K | 0.01% | 830 |
|
|
2019
Q1 | $259K | Buy |
9,398
+1
| +0% | +$27 | 0.01% | 737 |
|
|
2018
Q4 | $231K | Buy |
9,397
+163
| +2% | +$4.43K | 0.02% | 702 |
|
|
2018
Q3 | $274K | Buy |
9,234
+9
| +0.1% | +$271 | 0.02% | 735 |
|
|
2018
Q2 | $274K | Buy |
9,225
+5
| +0.1% | +$144 | 0.02% | 687 |
|
|
2018
Q1 | $253K | Buy |
9,220
+1,402
| +18% | +$39.6K | 0.02% | 674 |
|
|
2017
Q4 | $227K | Buy |
7,818
+156
| +2% | +$4.45K | 0.02% | 722 |
|
|
2017
Q3 | $215K | Sell |
7,662
-30
| -0.4% | -$802 | 0.02% | 739 |
|
|
2017
Q2 | $206K | Sell |
7,692
-54
| -0.7% | -$1.45K | 0.02% | 698 |
|
|
2017
Q1 | $208K | Sell |
7,746
-240
| -3% | -$6.5K | 0.02% | 688 |
|
|
2016
Q4 | $220K | Buy |
+7,986
| New | +$206K | 0.02% | 609 |
|
|
2016
Q2 | – | Sell |
-9,633
| Closed | -$221K | – | 709 |
|
|
2016
Q1 | $221K | Sell |
9,633
-1,443
| -13% | -$30.1K | 0.03% | 564 |
|
|
2015
Q4 | $240K | Sell |
11,076
-213
| -2% | -$4.72K | 0.03% | 532 |
|
|
2015
Q3 | $237K | Sell |
11,289
-2,289
| -17% | -$51.1K | 0.04% | 512 |
|
|
2015
Q2 | $319K | Sell |
13,578
-1,626
| -11% | -$38.7K | 0.04% | 469 |
|
|
2015
Q1 | $365K | Sell |
15,204
-468
| -3% | -$11K | 0.05% | 460 |
|
|
2014
Q4 | $370K | Buy |
+15,672
| New | +$359K | 0.05% | 423 |
|
Other funds holding DES
Sigma Planning Corp's DES Position: Q2 2026 in Review
Sigma Planning Corp held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 14,140 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #849.
Sigma Planning Corp first reported a position in DES in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.27M in Q1 2022. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.
- Sigma Planning Corp held 14,140 shares of WisdomTree US SmallCap Dividend Fund worth $575K as of Q2 2026.
- Sigma Planning Corp left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
- WisdomTree US SmallCap Dividend Fund made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #849 holding.
- Sigma Planning Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2014 and has held it in 45 quarters since.
- Sigma Planning Corp's WisdomTree US SmallCap Dividend Fund position peaked at $1.27M in Q1 2022.
- 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.