Perigon Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,680 shares of NTSX stock, worth $253,375. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,680
Previous 4,922 4.92%
Holding current value
$253,375
Previous $246,000 2.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025
SELL
$49.41 - $54.08 $11,957 - $13,087
-242 Reduced 4.92%
4,680 $252,000
Q2 2025

Jul 15, 2025
BUY
$40.73 - $50.06 $13,237 - $16,269
325 Added 7.07%
4,922 $246,000
Q1 2025

Apr 23, 2025
BUY
$44.7 - $49.05 $2,413 - $2,648
54 Added 1.19%
4,597 $208,000
Q4 2024

Jan 22, 2025
SELL
$45.85 - $49.28 $5,318 - $5,716
-116 Reduced 2.49%
4,543 $212,000
Q3 2024

Oct 16, 2024
BUY
$42.72 - $47.0 $199,032 - $218,973
4,659 New
4,659 $218,000
Q4 2023

Jan 29, 2024
BUY
$33.27 - $39.73 $187,975 - $224,474
5,650 New
5,650 $222,000
Q2 2023

Aug 02, 2023
SELL
$34.69 - $37.13 $3,781 - $4,047
-109 Reduced 1.59%
6,750 $250,000
Q1 2023

May 03, 2023
SELL
$32.42 - $35.66 $62,862 - $69,144
-1,939 Reduced 22.04%
6,859 $240,000
Q4 2022

May 01, 2023
SELL
$30.36 - $34.9 $3.15 Million - $3.62 Million
-103,733 Reduced 92.18%
8,798 $285,000
Q4 2022

Feb 14, 2023
BUY
$30.36 - $34.9 $3.04 Million - $3.49 Million
100,072 Added 803.21%
112,531 $3.65 Million
Q3 2022

Dec 13, 2022
SELL
$30.58 - $37.75 $59,600 - $73,574
-1,949 Reduced 13.53%
12,459 $381,000
Q2 2022

Aug 11, 2022
SELL
$32.1 - $40.89 $39,547 - $50,376
-1,232 Reduced 7.88%
14,408 $480,000
Q1 2022

May 16, 2022
SELL
$37.82 - $44.33 $289,625 - $339,479
-7,658 Reduced 32.87%
15,640 $634,000
Q4 2021

Feb 11, 2022
BUY
$40.78 - $44.63 $496,129 - $542,968
12,166 Added 109.29%
23,298 $1.03 Million
Q3 2021

Nov 01, 2021
BUY
$40.64 - $43.27 $452,404 - $481,681
11,132 New
11,132 $454,000
Q3 2021

Oct 25, 2021
SELL
$40.64 - $43.27 $345,887 - $368,270
-8,511 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$37.68 - $40.64 $320,694 - $345,887
8,511 New
8,511 $346,000
Q3 2011

Nov 14, 2022
SELL
N/A
-1,949
12,459 $381,000

Others Institutions Holding NTSX

# of Institutions
101
Shares Held
14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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