SPC
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Sigma Planning Corp’s WisdomTree US Value Fund WTV Stock Holding History

Sigma Planning Corp’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$976K Buy
11,294
+6,765
+149% +$584K 0.03% 511
2025
Q1 		$372K Buy
4,529
+760
+20% +$62.4K 0.01% 851
2024
Q4 		$315K Sell
3,769
-234
-6% -$19.6K 0.01% 906
2024
Q3 		$320K Buy
+4,003
New +$320K 0.01% 933