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 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Perigon Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q2 2026, selling an estimated $81K and leaving 43,787 shares worth $4.19M. The position accounts for 0.07% of the portfolio, ranked #261.

Perigon Wealth Management first reported a position in DGRW in Q3 2018 and has held it in 9 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Perigon Wealth Management held 43,787 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.19M as of Q2 2026.
Perigon Wealth Management sold 857 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $81K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Perigon Wealth Management's portfolio in Q2 2026, its #261 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 9 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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