Perigon Wealth Management, LLC Wisdomtree Tr Artificial Intel Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 45,957 shares of WTAI stock, worth $1.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,957
Previous 49,458 7.08%
Holding current value
$1.14 Million
Previous $939,000 18.96%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$16.58 - $24.56 $58,046 - $85,984
-3,501 Reduced 7.08%
45,957 $1.12 Million
Q1 2025

Apr 23, 2025
SELL
$19.0 - $24.32 $1,900 - $2,432
-100 Reduced 0.2%
49,458 $939,000
Q4 2024

Jan 22, 2025
BUY
$19.51 - $23.42 $19 - $23
1 Added 0.0%
49,558 $1.09 Million
Q3 2024

Oct 16, 2024
BUY
$17.62 - $21.88 $873,194 - $1.08 Million
49,557 New
49,557 $987,000

Others Institutions Holding WTAI

# of Institutions
104
Shares Held
3.27M
Call Options Held
5K
Put Options Held
200
View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

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