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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$271K Sell
6,823
-1,370
-17% -$54.3K 0.01% 877
2025
Q1 		$301K Sell
8,193
-80
-1% -$2.94K 0.01% 809
2024
Q4 		$287K Buy
8,273
+1,644
+25% +$57.1K 0.01% 834
2024
Q3 		$238K Buy
+6,629
New +$238K 0.01% 867