Sigma Planning Corp Wisdomtree Tr U.S. Smallcap Di Transaction History

Sigma Planning Corp

  • $3.07 Billion
  • Q4 2024

A detailed history of Sigma Planning Corp transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Sigma Planning Corp holds 16,599 shares of DES stock, worth $560,382. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,599
Previous 16,322 1.7%
Holding current value
$560,382
Previous $562,000 1.42%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$33.7 - $37.69 $9,334 - $10,440
277 Added 1.7%
16,599 $570,000
Q3 2024

Nov 01, 2024
SELL
$30.61 - $34.92 $5,999 - $6,844
-196 Reduced 1.19%
16,322 $562,000
Q2 2024

Aug 05, 2024
SELL
$30.34 - $32.53 $39,593 - $42,451
-1,305 Reduced 7.32%
16,518 $514,000
Q1 2024

May 01, 2024
BUY
$30.25 - $32.68 $260,180 - $281,080
8,601 Added 93.27%
17,823 $582,000
Q4 2023

Feb 01, 2024
SELL
$26.55 - $32.72 $382,851 - $471,822
-14,420 Reduced 60.99%
9,222 $296,000
Q3 2023

Nov 06, 2023
SELL
$27.79 - $30.65 $24,927 - $27,493
-897 Reduced 3.66%
23,642 $666,000
Q2 2023

Aug 01, 2023
SELL
$26.6 - $29.16 $390,328 - $427,893
-14,674 Reduced 37.42%
24,539 $706,000
Q1 2023

May 05, 2023
SELL
$27.3 - $32.13 $51,515 - $60,629
-1,887 Reduced 4.59%
39,213 $1.12 Million
Q4 2022

Jan 24, 2023
BUY
$26.29 - $30.5 $88,965 - $103,212
3,384 Added 8.97%
41,100 $0
Q3 2022

Nov 10, 2022
BUY
$25.74 - $31.54 $28,236 - $34,599
1,097 Added 3.0%
37,716 $971,000
Q2 2022

Aug 11, 2022
SELL
$27.57 - $32.14 $88,858 - $103,587
-3,223 Reduced 8.09%
36,619 $1.03 Million
Q1 2022

Apr 20, 2022
BUY
$30.79 - $33.49 $398,576 - $433,528
12,945 Added 48.13%
39,842 $1.27 Million
Q4 2021

Feb 02, 2022
BUY
$30.94 - $33.79 $289,010 - $315,632
9,341 Added 53.21%
26,897 $884,000
Q3 2021

Oct 28, 2021
BUY
$30.22 - $32.27 $44,181 - $47,178
1,462 Added 9.08%
17,556 $541,000
Q2 2021

Aug 13, 2021
SELL
$31.27 - $33.51 $181,835 - $194,860
-5,815 Reduced 26.54%
16,094 $513,000
Q1 2021

May 06, 2021
BUY
$26.31 - $32.55 $19,074 - $23,598
725 Added 3.42%
21,909 $682,000
Q4 2020

Feb 09, 2021
BUY
$21.26 - $26.81 $95,010 - $119,813
4,469 Added 26.74%
21,184 $563,000
Q3 2020

Nov 03, 2020
SELL
$20.09 - $23.24 $28,246 - $32,675
-1,406 Reduced 7.76%
16,715 $352,000
Q2 2020

Jul 31, 2020
BUY
$16.54 - $23.54 $231 - $329
14 Added 0.08%
18,121 $384,000
Q1 2020

May 01, 2020
SELL
$15.92 - $28.87 $29,945 - $54,304
-1,881 Reduced 9.41%
18,107 $326,000
Q4 2019

Feb 03, 2020
BUY
$26.28 - $28.79 $293,442 - $321,469
11,166 Added 126.57%
19,988 $573,000
Q3 2019

Nov 01, 2019
BUY
$26.76 - $27.89 $963 - $1,004
36 Added 0.41%
8,822 $241,000
Q2 2019

Aug 01, 2019
SELL
N/A
-612 Reduced 6.51%
8,786 $238,000
Q1 2019

May 01, 2019
BUY
N/A
1 Added 0.01%
9,398 $259,000
Q4 2018

Jan 31, 2019
BUY
N/A
163 Added 1.77%
9,397 $231,000
Q3 2018

Nov 07, 2018
BUY
N/A
9 Added 0.1%
9,234 $274,000
Q2 2018

Aug 02, 2018
BUY
N/A
5 Added 0.05%
9,225 $274,000
Q1 2018

May 11, 2018
BUY
N/A
1,402 Added 17.93%
9,220 $253,000
Q4 2017

Feb 07, 2018
BUY
N/A
5,264 Added 206.11%
7,818 $227,000
Q3 2017

Nov 06, 2017
BUY
N/A
2,554
2,554 $215,000

Others Institutions Holding DES

# of Institutions
360
Shares Held
31.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email