Perigon Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$33.49 - $35.26 $350,908 - $369,454
10,478 New
10,478 $367,000
Q3 2022

Dec 13, 2022
SELL
$34.24 - $35.55 $22,529 - $23,391
-658 Reduced 1.51%
42,800 $1.47 Million
Q2 2022

Aug 11, 2022
SELL
$35.11 - $36.46 $175,865 - $182,628
-5,009 Reduced 10.33%
43,458 $1.53 Million
Q1 2022

May 16, 2022
BUY
$34.12 - $37.86 $101,984 - $113,163
2,989 Added 6.57%
48,467 $1.74 Million
Q4 2021

Feb 11, 2022
BUY
$34.62 - $41.53 $207,166 - $248,515
5,984 Added 15.15%
45,478 $1.61 Million
Q3 2021

Nov 01, 2021
BUY
$39.71 - $41.7 $1.57 Million - $1.65 Million
39,494 New
39,494 $1.62 Million
Q3 2021

Oct 25, 2021
SELL
$39.71 - $41.7 $1.58 Million - $1.66 Million
-39,776 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
$38.87 - $41.71 $18,424 - $19,770
-474 Reduced 1.18%
39,776 $1.65 Million
Q1 2021

May 17, 2021
BUY
$37.11 - $40.16 $289,791 - $313,609
7,809 Added 24.07%
40,250 $1.57 Million
Q4 2020

Jan 28, 2021
BUY
$34.75 - $37.09 $16,645 - $17,766
479 Added 1.5%
32,441 $1.2 Million
Q3 2020

Nov 03, 2020
BUY
$34.68 - $35.74 $26,703 - $27,519
770 Added 2.47%
31,962 $1.12 Million
Q2 2020

Jul 29, 2020
SELL
$34.43 - $36.7 $216,702 - $230,989
-6,294 Reduced 16.79%
31,192 $1.09 Million
Q1 2020

Apr 17, 2020
SELL
$35.44 - $37.29 $106,461 - $112,019
-3,004 Reduced 7.42%
37,486 $1.35 Million
Q4 2019

Jan 13, 2020
BUY
$37.0 - $38.29 $71,817 - $74,320
1,941 Added 5.04%
40,490 $1.51 Million
Q3 2019

Oct 25, 2019
SELL
$38.01 - $38.89 $54,164 - $55,418
-1,425 Reduced 3.56%
38,549 $1.46 Million
Q2 2019

Aug 05, 2019
BUY
N/A
1,182 Added 3.05%
39,974 $1.51 Million
Q1 2019

May 15, 2019
BUY
N/A
2,476 Added 6.82%
38,792 $1.53 Million
Q4 2018

Feb 11, 2019
BUY
N/A
36,316 New
36,316 $1.39 Million
Q3 2011

Nov 14, 2022
SELL
N/A
-658
42,800 $1.47 Million

Others Institutions Holding WTMF

# of Institutions
60
Shares Held
4.93M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR MANAGED FUTURES

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  • Ticker WTMF
  • Sector ETFs
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