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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Sell	15,981 -422	-3%	-$42.2K	0.04%	424
2026 Q1	$1.55M	Sell	16,403 -473	-3%	-$45.8K	0.04%	413
2025 Q4	$1.57M	Buy	16,876 +1,494	+10%	+$137K	0.04%	381
2025 Q3	$1.4M	Buy	15,382 +4,088	+36%	+$364K	0.04%	420
2025 Q2	$976K	Buy	11,294 +6,765	+149%	+$552K	0.03%	511
2025 Q1	$372K	Buy	4,529 +760	+20%	+$64.4K	0.01%	851
2024 Q4	$315K	Sell	3,769 -234	-6%	-$19.7K	0.01%	906
2024 Q3	$320K	Buy	+4,003	New	+$303K	0.01%	933

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Planning Corp's WTV Position: Q2 2026 in Review

Sigma Planning Corp reduced its WisdomTree US Value Fund (WTV) stake by 2.6% in Q2 2026, selling an estimated $42.2K and leaving 15,981 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #424.

Sigma Planning Corp first reported a position in WTV in Q3 2024 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Sigma Planning Corp held 15,981 shares of WisdomTree US Value Fund worth $1.63M as of Q2 2026.
Sigma Planning Corp sold 422 WisdomTree US Value Fund shares in Q2 2026, an estimated $42.2K.
WisdomTree US Value Fund made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #424 holding.
Sigma Planning Corp first reported a position in WisdomTree US Value Fund in Q3 2024 and has held it in 8 quarters since.
234 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.