Perigon Wealth Management, LLC Wisdomtree Tr U.S Total Divide Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 2,930 shares of DTD stock, worth $245,914. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,930
Previous 2,930
-0.0%
Holding current value
$245,914
Previous $232,000
6.03%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DTD
# of Institutions
220Shares Held
9.14MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.64MShares$138 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.11MShares$93.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC799KShares$67.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA382KShares$32.1 Million0.01% of portfolio
-
626 Financial, LLC309KShares$25.9 Million12.13% of portfolio