Perigon Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

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 8,273 shares of DDWM stock, worth $308,665. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,273
Previous 6,629 24.8%
Holding current value
$308,665
Previous $237,000 19.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$34.04 - $35.66 $55,961 - $58,625
1,644 Added 24.8%
8,273 $284,000
Q3 2024

Oct 16, 2024
BUY
$32.7 - $36.14 $216,768 - $239,572
6,629 New
6,629 $237,000

Others Institutions Holding DDWM

# of Institutions
91
Shares Held
7.07M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR CURRENCY HEDGED

DDWM Quotes by TradingView
  • Ticker DDWM
  • Sector ETFs
  • Industry ETFs
More about DDWM
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