Perigon Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Perigon Wealth Management’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,668	Closed	-$84K	–	636
2020 Q4	$84K	Buy	+1,668	New	+$79.9K	0.01%	591
2018 Q2	–	Sell	-1,668	Closed	-$92K	–	331
2018 Q1	$92K	Hold	1,668	–	–	0.03%	236
2017 Q4	$93K	Hold	1,668	–	–	0.03%	211
2017 Q3	$91K	Hold	1,668	–	–	0.03%	264
2017 Q2	$87K	Hold	1,668	–	–	0.02%	317
2017 Q1	$83K	Hold	1,668	–	–	0.02%	321
2016 Q4	$82K	Hold	1,668	–	–	0.02%	304
2016 Q3	$79K	Hold	1,668	–	–	0.02%	261
2016 Q2	$75K	Buy	+1,668	New	+$76.6K	0.02%	251

Other funds holding DWM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Perigon Wealth Management's DWM Position: Q1 2021 in Review

Perigon Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q1 2021, closing a stake of 1,668 shares — an estimated $84K sold.

Perigon Wealth Management first reported a position in DWM in Q2 2016 and held it in 9 quarters. The position peaked at $93K in Q4 2017. 118 funds tracked by Wall St. Rank hold DWM as of Q1 2021.

Perigon Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 1,668 WisdomTree International Equity Fund shares in Q1 2021, an estimated $84K.
Perigon Wealth Management first reported a position in WisdomTree International Equity Fund in Q2 2016 and held it in 9 quarters.
Perigon Wealth Management's WisdomTree International Equity Fund position peaked at $93K in Q4 2017.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.