Perigon Wealth Management’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Perigon Wealth Management’s Portfolio DDWM Stock Details DDWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$543K	Buy	11,906 +580	+5%	+$27.2K	0.01%	862
2026 Q2	$523K	Buy	11,326 +258	+2%	+$11.9K	0.01%	879
2026 Q1	$488K	Sell	11,068 -717	-6%	-$32.4K	0.01%	813
2025 Q4	$513K	Buy	11,785 +4,410	+60%	+$187K	0.01%	790
2025 Q3	$308K	Buy	7,375 +552	+8%	+$22.6K	0.01%	943
2025 Q2	$271K	Sell	6,823 -1,370	-17%	-$52.3K	0.01%	877
2025 Q1	$301K	Sell	8,193 -80	-1%	-$2.89K	0.01%	809
2024 Q4	$287K	Buy	8,273 +1,644	+25%	+$57.2K	0.01%	836
2024 Q3	$238K	Buy	+6,629	New	+$232K	0.01%	871

Other funds holding DDWM

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Perigon Wealth Management's DDWM Position: Q3 2026 in Review

Perigon Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 5.1% in Q3 2026, buying an estimated $27.2K and bringing the position to 11,906 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #862.

Perigon Wealth Management first reported a position in DDWM in Q3 2024 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold DDWM as of Q3 2026.

Perigon Wealth Management held 11,906 shares of WisdomTree Dynamic International Equity Fund worth $543K as of Q3 2026.
Perigon Wealth Management bought 580 WisdomTree Dynamic International Equity Fund shares in Q3 2026, an estimated $27.2K.
WisdomTree Dynamic International Equity Fund made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #862 holding.
Perigon Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2024 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.