Sigma Planning Corp Wisdomtree U.S. Ai Enhanced Va Transaction History

Sigma Planning Corp

$3.11 Billion
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	N/A	-2,152 Closed	0 $0
Q1 2021 May 06, 2021	BUY	N/A	2,152 New	2,152 $203,000
Q4 2020 Feb 09, 2021	SELL	N/A	-3,028 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	N/A	-87 Reduced 2.79%	3,028 $228,000
Q2 2020 Jul 31, 2020	SELL	N/A	-1,560 Reduced 33.37%	3,115 $230,000

Q1 2020 May 01, 2020	BUY	N/A	391 Added 9.13%	4,675 $302,000
Q4 2019 Feb 03, 2020	SELL	N/A	-134 Reduced 3.03%	4,284 $396,000
Q3 2019 Nov 01, 2019	SELL	N/A	-233 Reduced 5.01%	4,418 $386,000
Q2 2019 Aug 01, 2019	SELL	N/A	-189 Reduced 3.9%	4,651 $399,000
Q1 2019 May 01, 2019	BUY	N/A	29 Added 0.6%	4,840 $414,000
Q4 2018 Jan 31, 2019	SELL	N/A	-5 Reduced 0.1%	4,811 $370,000
Q3 2018 Nov 07, 2018	SELL	N/A	-190 Reduced 3.8%	4,816 $436,000
Q2 2018 Aug 02, 2018	BUY	N/A	83 Added 1.69%	5,006 $435,000
Q1 2018 May 11, 2018	BUY	N/A	94 Added 1.95%	4,923 $416,000
Q4 2017 Feb 07, 2018	SELL	N/A	-78 Reduced 1.59%	4,829 $427,000
Q3 2017 Nov 06, 2017	BUY	N/A	4,907	4,907 $414,000

Others Institutions Holding AIVL

# of Institutions

125

Shares Held

1.08M

Call Options Held

4.7K

Put Options Held

0

Morgan Stanley New York, NY

103K
Shares

$10.2 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

86.9K
Shares

$8.63 Million
0.81% of portfolio
Noble Family Wealth, LLC Clearwater, FL

84.1K
Shares

$8.35 Million
2.44% of portfolio
Salomon & Ludwin, LLC

55.8K
Shares

$5.54 Million
0.49% of portfolio
Commonwealth Equity Services, LLC

43.1K
Shares

$4.28 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

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