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Sigma Planning Corp’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Sigma Planning Corp’s Portfolio IQDG Stock Details IQDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,263
Closed -$422K – 1253
2023
Q2 		$422K Buy
+12,263
New +$422K 0.02% 799

Other funds holding IQDG

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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Sigma Planning Corp's IQDG Position: Q3 2023 in Review

Sigma Planning Corp sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2023, closing a stake of 12,263 shares — an estimated $422K sold.

Sigma Planning Corp first reported a position in IQDG in Q2 2023 and held it in 1 quarter. The position peaked at $422K in Q2 2023. 93 funds tracked by Wall St. Rank hold IQDG as of Q3 2023.

  • Sigma Planning Corp reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 12,263 WisdomTree International Quality Dividend Growth Fund shares in Q3 2023, an estimated $422K.
  • Sigma Planning Corp first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2023 and held it in 1 quarter.
  • Sigma Planning Corp's WisdomTree International Quality Dividend Growth Fund position peaked at $422K in Q2 2023.
  • 93 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.