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Wisdomtree Tr shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $988k 50k 19.93

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Wisdomtree Tr

Hennion & Walsh Asset Management
Advisory Services Network
LPL Financial
Raymond James & Associates
Kestra Advisory Services
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Susquehanna International
Flow Traders US
Prospera Financial Services
Stifel Financial
Branch Banking & Trust Company
Orca Investment Management
Masso Torrence Wealth Management

View all funds holding Wisdomtree Tr