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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Perigon Wealth Management's DDWM Position: Q2 2026 in Review

Perigon Wealth Management increased its WisdomTree Dynamic International Equity Fund (DDWM) stake by 2.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 11,326 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #879.

Perigon Wealth Management first reported a position in DDWM in Q3 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold DDWM as of Q2 2026.

Perigon Wealth Management held 11,326 shares of WisdomTree Dynamic International Equity Fund worth $523K as of Q2 2026.
Perigon Wealth Management bought 258 WisdomTree Dynamic International Equity Fund shares in Q2 2026, an estimated $11.9K.
WisdomTree Dynamic International Equity Fund made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #879 holding.
Perigon Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2024 and has held it in 8 quarters since.
145 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.