Perigon Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 46,755 shares of DGRW stock, worth $3.82 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
46,755
Holding current value
$3.82 Million
% of portfolio
0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$75.88 - $83.21 $3.55 Million - $3.89 Million
46,755 New
46,755 $3.89 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-5,431 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
5,431 New
5,431 $241,000

Others Institutions Holding DGRW

# of Institutions
684
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

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

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email