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
2025 Q3	$3.95M	Buy
2025 Q2	$3.71M	Sell
2025 Q1	$3.78M	Buy
2024 Q4	$3.45M	Sell
2024 Q3	$3.89M	Buy
2018 Q4	–	Sell
2018 Q3	$241K	Buy