Perigon Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.92M	Sell	44,644 -271	-0.6%	-$24.6K	0.07%	254
2025 Q4	$4.02M	Buy	44,915 +482	+1%	+$43K	0.07%	245
2025 Q3	$3.95M	Buy	44,433 +163	+0.4%	+$14.1K	0.08%	234
2025 Q2	$3.71M	Sell	44,270 -3,075	-6%	-$244K	0.09%	231
2025 Q1	$3.78M	Buy	47,345 +5,217	+12%	+$427K	0.1%	208
2024 Q4	$3.45M	Sell	42,128 -4,627	-10%	-$387K	0.08%	216
2024 Q3	$3.89M	Buy	+46,755	New	+$3.74M	0.1%	186
2018 Q4	–	Sell	-5,431	Closed	-$241K	–	236
2018 Q3	$241K	Buy	+5,431	New	+$235K	0.06%	207

Other funds holding DGRW

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Perigon Wealth Management's DGRW Position: Q1 2026 in Review

Perigon Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.6% in Q1 2026, selling an estimated $24.6K and leaving 44,644 shares worth $3.92M. The position accounts for 0.07% of the portfolio, ranked #254.

Perigon Wealth Management first reported a position in DGRW in Q3 2018 and has held it in 8 quarters since. The position peaked at $4.02M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Perigon Wealth Management held 44,644 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.92M as of Q1 2026.
Perigon Wealth Management sold 271 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $24.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Perigon Wealth Management's portfolio in Q1 2026, its #254 holding.
Perigon Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and has held it in 8 quarters since.
Perigon Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.02M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.