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Sigma Planning Corp’s WisdomTree US High Dividend Fund DHS Stock Holding History

Sigma Planning Corp’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,723
Closed -$553K – 1246
2023
Q1 		$553K Sell
6,723
-1,550
-19% -$132K 0.02% 754
2022
Q4 		$712K Buy
8,273
+2,501
+43% +$212K 0.03% 623
2022
Q3 		$438K Buy
+5,772
New +$479K 0.02% 782
2018
Q1 		– Sell
-3,895
Closed -$284K – 868
2017
Q4 		$284K Sell
3,895
-198
-5% -$14.1K 0.02% 632
2017
Q3 		$286K Sell
4,093
-526
-11% -$36.2K 0.02% 628
2017
Q2 		$316K Sell
4,619
-267
-5% -$18.3K 0.03% 556
2017
Q1 		$335K Sell
4,886
-205
-4% -$13.9K 0.03% 533
2016
Q4 		$343K Sell
5,091
-584
-10% -$38.3K 0.04% 486
2016
Q3 		$377K Buy
5,675
+262
+5% +$17.6K 0.04% 435
2016
Q2 		$361K Sell
5,413
-1,450
-21% -$92.9K 0.05% 424
2016
Q1 		$434K Buy
6,863
+300
+5% +$17.7K 0.06% 351
2015
Q4 		$388K Hold
6,563
– – 0.05% 390
2015
Q3 		$365K Sell
6,563
-378
-5% -$21.9K 0.06% 380
2015
Q2 		$413K Sell
6,941
-1,503
-18% -$92K 0.06% 390
2015
Q1 		$512K Sell
8,444
-1
-0% -$61 0.07% 334
2014
Q4 		$520K Buy
+8,445
New +$512K 0.07% 325

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sigma Planning Corp's DHS Position: Q2 2023 in Review

Sigma Planning Corp sold out of WisdomTree US High Dividend Fund (DHS) in Q2 2023, closing a stake of 6,723 shares — an estimated $553K sold.

Sigma Planning Corp first reported a position in DHS in Q4 2014 and held it in 16 quarters. The position peaked at $712K in Q4 2022. 182 funds tracked by Wall St. Rank hold DHS as of Q2 2023.

  • Sigma Planning Corp reported no remaining WisdomTree US High Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 6,723 WisdomTree US High Dividend Fund shares in Q2 2023, an estimated $553K.
  • Sigma Planning Corp first reported a position in WisdomTree US High Dividend Fund in Q4 2014 and held it in 16 quarters.
  • Sigma Planning Corp's WisdomTree US High Dividend Fund position peaked at $712K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.