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 Q3	$4.28M	Buy	44,009 +222	+0.5%	+$21.7K	0.07%	248
2026 Q2	$4.19M	Sell	43,787 -857	-2%	-$81K	0.07%	261
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

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

Perigon Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.51% in Q3 2026, buying an estimated $21.7K and bringing the position to 44,009 shares worth $4.28M. The position accounts for 0.07% of the portfolio, ranked #248.

Perigon Wealth Management first reported a position in DGRW in Q3 2018 and has held it in 10 quarters since. 504 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Perigon Wealth Management held 44,009 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.28M as of Q3 2026.
Perigon Wealth Management bought 222 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $21.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Perigon Wealth Management's portfolio in Q3 2026, its #248 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 10 quarters since.
504 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

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