Perigon Wealth Management, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,580 shares of DLN stock, worth $531,466. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,580
Previous 4,644 41.69%
Holding current value
$531,466
Previous $364,000 40.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$77.23 - $82.11 $149,517 - $158,964
1,936 Added 41.69%
6,580 $511,000
Q3 2024

Oct 16, 2024
BUY
$71.86 - $78.56 $333,717 - $364,832
4,644 New
4,644 $364,000
Q1 2021

May 17, 2021
SELL
$53.02 - $57.62 $48,672 - $52,895
-918 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$46.78 - $53.75 $42,944 - $49,342
918 New
918 $99,000
Q2 2018

Aug 07, 2018
SELL
N/A
-1,518 Closed
0 $0
Q2 2017

Sep 12, 2017
BUY
N/A
1,518
1,518 $128,000

Others Institutions Holding DLN

# of Institutions
432
Shares Held
38.1M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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