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 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

PNC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $2.61B AUM 15.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Perigon Wealth Management's DDWM Position: Q1 2026 in Review

Perigon Wealth Management reduced its WisdomTree Dynamic International Equity Fund (DDWM) stake by 6.1% in Q1 2026, selling an estimated $32.4K and leaving 11,068 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #813.

Perigon Wealth Management first reported a position in DDWM in Q3 2024 and has held it in 7 quarters since. The position peaked at $513K in Q4 2025. 143 funds tracked by Wall St. Rank hold DDWM as of Q1 2026.

Perigon Wealth Management held 11,068 shares of WisdomTree Dynamic International Equity Fund worth $488K as of Q1 2026.
Perigon Wealth Management sold 717 WisdomTree Dynamic International Equity Fund shares in Q1 2026, an estimated $32.4K.
WisdomTree Dynamic International Equity Fund made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #813 holding.
Perigon Wealth Management first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2024 and has held it in 7 quarters since.
Perigon Wealth Management's WisdomTree Dynamic International Equity Fund position peaked at $513K in Q4 2025.
143 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.