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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Perigon Wealth Management's DEM Position: Q2 2026 in Review

Perigon Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2% in Q2 2026, buying an estimated $8.39K and bringing the position to 8,189 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #947.

Perigon Wealth Management first reported a position in DEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $484K in Q3 2024. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Perigon Wealth Management held 8,189 shares of WisdomTree Emerging Markets High Dividend Fund worth $440K as of Q2 2026.
Perigon Wealth Management bought 157 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $8.39K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #947 holding.
Perigon Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and has held it in 8 quarters since.
Perigon Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $484K in Q3 2024.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.