Sigma Planning Corp Wisdomtree Tr U.S Total Divide Transaction History

Sigma Planning Corp

$3.07 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	BUY	$67.07 - $71.45 $14,218 - $15,147	212 Added 7.42%	3,071 $217,000
Q1 2024 May 01, 2024	BUY	$64.49 - $70.72 $184,376 - $202,188	2,859 New	2,859 $202,000
Q3 2023 Nov 06, 2023	SELL	$60.13 - $64.29 $4,569 - $4,886	-76 Reduced 0.48%	15,825 $952,000
Q2 2023 Aug 01, 2023	BUY	$58.74 - $62.09 $587 - $620	10 Added 0.06%	15,901 $987,000
Q1 2023 May 05, 2023	BUY	$58.06 - $63.3 $129,473 - $141,159	2,230 Added 16.32%	15,891 $962,000
Q4 2022 Jan 24, 2023	BUY	$55.0 - $63.6 $31,295 - $36,188	569 Added 4.35%	13,661 $0
Q3 2022 Nov 10, 2022	SELL	$54.26 - $63.28 $77,429 - $90,300	-1,427 Reduced 9.83%	13,092 $710,000
Q2 2022 Aug 11, 2022	BUY	$56.16 - $65.68 $277,879 - $324,984	4,948 Added 51.7%	14,519 $841,000
Q1 2022 Apr 20, 2022	SELL	$61.31 - $65.53 $8,215 - $8,781	-134 Reduced 1.38%	9,571 $618,000
Q4 2021 Feb 02, 2022	SELL	$59.03 - $64.77 $232,696 - $255,323	-3,942 Reduced 28.89%	9,705 $628,000
Q3 2021 Oct 28, 2021	BUY	$58.71 - $61.95 $66,401 - $70,065	1,131 Added 9.04%	13,647 $1.6 Million
Q2 2021 Aug 13, 2021	BUY	$56.89 - $59.98 $34,816 - $36,707	612 Added 5.14%	12,516 $1.48 Million
Q1 2021 May 06, 2021	BUY	$51.81 - $56.75 $616,746 - $675,552	11,904 New	11,904 $1.35 Million

Others Institutions Holding DTD

# of Institutions

210

Shares Held

9.46M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.01M
Shares

$157 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.24M
Shares

$96.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

703K
Shares

$54.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

375K
Shares

$29.2 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

345K
Shares

$26.9 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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