Perigon Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$448K	Sell	8,093 -96	-1%	-$5.26K	0.01%	955
2026 Q2	$440K	Buy	8,189 +157	+2%	+$8.39K	0.01%	947
2026 Q1	$399K	Sell	8,032 -100	-1%	-$4.96K	0.01%	902
2025 Q4	$380K	Sell	8,132 -20	-0.2%	-$926	0.01%	921
2025 Q3	$375K	Sell	8,152 -305	-4%	-$14.1K	0.01%	861
2025 Q2	$383K	Sell	8,457 -906	-10%	-$39K	0.01%	755
2025 Q1	$394K	Sell	9,363 -30	-0.3%	-$1.25K	0.01%	705
2024 Q4	$380K	Sell	9,393 -1,613	-15%	-$68.2K	0.01%	733
2024 Q3	$484K	Buy	+11,006	New	+$477K	0.01%	628

Other funds holding DEM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Perigon Wealth Management's DEM Position: Q3 2026 in Review

Perigon Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.2% in Q3 2026, selling an estimated $5.26K and leaving 8,093 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #955.

Perigon Wealth Management first reported a position in DEM in Q3 2024 and has held it in 9 quarters since. The position peaked at $484K in Q3 2024. 146 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Perigon Wealth Management held 8,093 shares of WisdomTree Emerging Markets High Dividend Fund worth $448K as of Q3 2026.
Perigon Wealth Management sold 96 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $5.26K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #955 holding.
Perigon Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and has held it in 9 quarters since.
Perigon Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $484K in Q3 2024.
146 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.