Perigon Wealth Management, LLC Wisdomtree Tr Artificial Intel Transaction History

Perigon Wealth Management, LLC

$5.25 Billion
Q4 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 83,475 shares of WTAI stock, worth $2.46 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

83,475

Previous 83,513 0.05%

Holding current value

$2.46 Million

Previous $2.39 Million 3.14%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$29.01 - $32.17 $1,102 - $1,222	-38 Reduced 0.05%	83,475 $2.46 Million
Q3 2025 Oct 17, 2025	BUY	$24.13 - $29.07 $906,226 - $1.09 Million	37,556 Added 81.72%	83,513 $2.39 Million
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

120

Shares Held

4.11M

Call Options Held

11.1K

Put Options Held

View Full List

About WISDOMTREE TR ARTIFICIAL INTEL

Ticker WTAI
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Perigon Wealth Management, LLC Wisdomtree Tr Artificial Intel Transaction History