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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Hold
2025 Q2	$233K	Hold
2025 Q1	$225K	Hold
2024 Q4	$226K	Buy