Perigon Wealth Management, LLC Wisdomtree Tr Currency Hedged Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,375 shares of DDWM stock, worth $312,478. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,375
Previous 6,823 8.09%
Holding current value
$312,478
Previous $270,000 14.07%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$39.39 - $42.09 $21,743 - $23,233
552 Added 8.09%
7,375 $308,000
Q2 2025

Jul 15, 2025
SELL
$32.86 - $40.05 $45,018 - $54,868
-1,370 Reduced 16.72%
6,823 $270,000
Q1 2025

Apr 23, 2025
SELL
$34.25 - $37.6 $2,740 - $3,008
-80 Reduced 0.97%
8,193 $301,000
Q4 2024

Jan 22, 2025
BUY
$34.04 - $35.66 $55,961 - $58,625
1,644 Added 24.8%
8,273 $284,000
Q3 2024

Oct 16, 2024
BUY
$32.7 - $36.14 $216,768 - $239,572
6,629 New
6,629 $237,000

Others Institutions Holding DDWM

# of Institutions
125
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR CURRENCY HEDGED

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