PWM
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Perigon Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Perigon Wealth Management’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$233K Hold
2,930
– – 0.01% 943
2025
Q1 		$225K Hold
2,930
– – 0.01% 919
2024
Q4 		$226K Buy
+2,930
New +$226K 0.01% 915