Sigma Planning Corp
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Sigma Planning Corp’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Sigma Planning Corp’s Portfolio DDWM Stock Details DDWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$737K Buy
16,151
+842
+6% +$39.5K 0.02% 688
2026
Q2 		$707K Sell
15,309
-1,440
-9% -$66.3K 0.02% 753
2026
Q1 		$739K Buy
16,749
+377
+2% +$17K 0.02% 687
2025
Q4 		$713K Sell
16,372
-1,581
-9% -$67.1K 0.02% 658
2025
Q3 		$750K Sell
17,953
-1,254
-7% -$51.2K 0.02% 639
2025
Q2 		$762K Buy
19,207
+6,230
+48% +$238K 0.02% 608
2025
Q1 		$477K Buy
+12,977
New +$469K 0.02% 760

Other funds holding DDWM

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Sigma Planning Corp's DDWM Position: Q3 2026 in Review

Sigma Planning Corp increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 5.5% in Q3 2026, buying an estimated $39.5K and bringing the position to 16,151 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #688.

Sigma Planning Corp first reported a position in DDWM in Q1 2025 and has held it in 7 quarters since. The position peaked at $762K in Q2 2025. 41 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

  • Sigma Planning Corp held 16,151 shares of WisdomTree Dynamic International Equity Fund worth $737K as of Q3 2026.
  • Sigma Planning Corp bought 842 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $39.5K.
  • WisdomTree Dynamic International Equity Fund made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #688 holding.
  • Sigma Planning Corp first reported a position in WisdomTree Dynamic International Equity Fund in Q1 2025 and has held it in 7 quarters since.
  • Sigma Planning Corp's WisdomTree Dynamic International Equity Fund position peaked at $762K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.