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Sigma Planning Corp’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sigma Planning Corp’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,071
Closed -$218K – 1230
2024
Q2 		$218K Buy
3,071
+212
+7% +$14.8K 0.01% 1052
2024
Q1 		$202K Buy
+2,859
New +$192K 0.01% 1133
2023
Q4 		– Sell
-15,825
Closed -$952K – 929
2023
Q3 		$952K Sell
15,825
-76
-0.5% -$4.75K 0.04% 478
2023
Q2 		$987K Buy
15,901
+10
+0.1% +$605 0.04% 458
2023
Q1 		$963K Buy
15,891
+2,230
+16% +$136K 0.03% 525
2022
Q4 		$829K Buy
13,661
+569
+4% +$34.1K 0.03% 555
2022
Q3 		$710K Sell
13,092
-1,427
-10% -$85K 0.03% 590
2022
Q2 		$841K Buy
14,519
+4,948
+52% +$305K 0.03% 538
2022
Q1 		$618K Sell
9,571
-134
-1% -$8.53K 0.02% 754
2021
Q4 		$628K Sell
9,705
-17,589
-64% -$1.09M 0.02% 747
2021
Q3 		$1.6M Buy
27,294
+2,262
+9% +$137K 0.05% 386
2021
Q2 		$1.48M Buy
25,032
+1,224
+5% +$72K 0.04% 415
2021
Q1 		$1.35M Buy
+23,808
New +$1.29M 0.04% 410
2017
Q1 		– Sell
-5,246
Closed -$213K – 782
2016
Q4 		$213K Sell
5,246
-334
-6% -$13.1K 0.02% 618
2016
Q3 		$218K Sell
5,580
-190
-3% -$7.44K 0.03% 621
2016
Q2 		$221K Sell
5,770
-192
-3% -$7.19K 0.03% 582
2016
Q1 		$221K Sell
5,962
-204
-3% -$7.12K 0.03% 565
2015
Q4 		$221K Sell
6,166
-106
-2% -$3.82K 0.03% 560
2015
Q3 		$213K Sell
6,272
-612
-9% -$21.8K 0.03% 546
2015
Q2 		$252K Sell
6,884
-292
-4% -$10.9K 0.03% 547
2015
Q1 		$266K Sell
7,176
-664
-8% -$24.8K 0.04% 570
2014
Q4 		$293K Buy
+7,840
New +$286K 0.04% 502

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Sigma Planning Corp sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 3,071 shares — an estimated $218K sold.

Sigma Planning Corp first reported a position in DTD in Q4 2014 and held it in 22 quarters. The position peaked at $1.6M in Q3 2021. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

  • Sigma Planning Corp reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 3,071 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $218K.
  • Sigma Planning Corp first reported a position in WisdomTree US Total Dividend Fund in Q4 2014 and held it in 22 quarters.
  • Sigma Planning Corp's WisdomTree US Total Dividend Fund position peaked at $1.6M in Q3 2021.
  • 181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

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