Perigon Wealth Management, LLC Wisdomtree Tr Cloud Computing Transaction History

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr Cloud Computing stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 20,974 shares of WCLD stock, worth $749,401. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,974

Previous 25,040 16.24%

Holding current value

$749,401

Previous $939,000 27.58%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$32.02 - $41.58 $130,193 - $169,064	-4,066 Reduced 16.24%	20,974 $680,000
Q4 2024 Jan 22, 2025	BUY	$31.2 - $41.46 $6,177 - $8,209	198 Added 0.8%	25,040 $939,000
Q3 2024 Oct 16, 2024	BUY	$28.88 - $32.61 $717,436 - $810,097	24,842 New	24,842 $793,000
Q4 2023 Jan 29, 2024	BUY	$26.89 - $35.58 $8,873 - $11,741	330 Added 1.48%	22,599 $789,000
Q3 2023 Oct 30, 2023	BUY	$28.67 - $34.49 $7,167 - $8,622	250 Added 1.14%	22,269 $659,000
Q2 2023 Aug 02, 2023	BUY	$25.4 - $32.98 $559,282 - $726,186	22,019 New	22,019 $698,000
Q1 2021 May 17, 2021	SELL	$46.25 - $60.4 $35,520 - $46,387	-768 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$41.46 - $57.2 $31,841 - $43,929	768 New	768 $41,000

Others Institutions Holding WCLD

# of Institutions

111

Shares Held

5.75M

Call Options Held

68.3K

Put Options Held

2.3K

View Full List

About WISDOMTREE TR CLOUD COMPUTING

Ticker WCLD
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Perigon Wealth Management, LLC Wisdomtree Tr Cloud Computing Transaction History