Perigon Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,375 shares of DDWM stock, worth $312,478. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,375
Previous 6,823
8.09%
Holding current value
$312,478
Previous $270,000
14.07%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DDWM
# of Institutions
126Shares Held
22.1MCall Options Held
0Put Options Held
0-
Park National Corp3.54MShares$150 Million5.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.12MShares$89.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.91MShares$80.8 Million0.01% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA1.23MShares$51.9 Million0.09% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.22MShares$51.7 Million1.97% of portfolio