Perigon Wealth Management
DGS icon

Perigon Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Perigon Wealth Management’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.04M Sell
16,407
-1,226
-7% -$77.7K 0.02% 592
2026
Q2 		$1.14M Sell
17,633
-2,493
-12% -$160K 0.02% 548
2026
Q1 		$1.21M Buy
20,126
+243
+1% +$14.9K 0.02% 482
2025
Q4 		$1.14M Sell
19,883
-88
-0.4% -$5K 0.02% 498
2025
Q3 		$1.14M Sell
19,971
-2,577
-11% -$146K 0.02% 474
2025
Q2 		$1.25M Sell
22,548
-425
-2% -$21.8K 0.03% 418
2025
Q1 		$1.11M Sell
22,973
-2,521
-10% -$124K 0.03% 428
2024
Q4 		$1.22M Sell
25,494
-2,562
-9% -$131K 0.03% 399
2024
Q3 		$1.51M Buy
+28,056
New +$1.46M 0.04% 330
2024
Q1 		– Sell
-24,122
Closed -$1.2M – 861
2023
Q4 		$1.2M Sell
24,122
-5,389
-18% -$252K 0.04% 302
2023
Q3 		$1.37M Sell
29,511
-398
-1% -$19K 0.06% 254
2023
Q2 		$1.39M Buy
29,909
+22
+0.1% +$1.02K 0.05% 257
2023
Q1 		$1.37M Buy
29,887
+2,946
+11% +$135K 0.08% 223
2022
Q4 		$1.19M Sell
26,941
-6,694
-20% -$283K 0.07% 239
2022
Q3 		$1.34M Buy
33,635
+1,316
+4% +$58.1K 0.12% 168
2022
Q2 		$1.44M Buy
32,319
+447
+1% +$22.2K 0.12% 159
2022
Q1 		$1.7M Buy
31,872
+1,365
+4% +$71.7K 0.12% 152
2021
Q4 		$1.61M Buy
30,507
+102
+0.3% +$5.37K 0.12% 154
2021
Q3 		$1.63M Buy
30,405
+1,625
+6% +$88.3K 0.14% 132
2021
Q2 		$1.57M Buy
28,780
+806
+3% +$43K 0.14% 133
2021
Q1 		$1.44M Buy
27,974
+861
+3% +$42.7K 0.15% 134
2020
Q4 		$1.29M Buy
27,113
+1,386
+5% +$61.8K 0.15% 112
2020
Q3 		$1.06M Buy
25,727
+113
+0.4% +$4.73K 0.15% 120
2020
Q2 		$999K Buy
25,614
+293
+1% +$10.9K 0.16% 105
2020
Q1 		$877K Buy
25,321
+3,532
+16% +$149K 0.16% 109
2019
Q4 		$1.03M Buy
21,789
+3,666
+20% +$168K 0.21% 85
2019
Q3 		$819K Buy
18,123
+5,000
+38% +$229K 0.19% 88
2019
Q2 		$617K Buy
13,123
+843
+7% +$39.2K 0.14% 105
2019
Q1 		$581K Buy
12,280
+4,513
+58% +$206K 0.14% 110
2018
Q4 		$336K Buy
7,767
+3,200
+70% +$136K 0.09% 150
2018
Q3 		$209K Buy
+4,567
New +$215K 0.05% 232
2017
Q3 		– Sell
-78
Closed -$4K – 661
2017
Q2 		$4K Buy
+78
New +$3.55K ﹤0.01% 538

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Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

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

Perigon Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 7% in Q3 2026, selling an estimated $77.7K and leaving 16,407 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #592.

Perigon Wealth Management first reported a position in DGS in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.7M in Q1 2022. 68 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • Perigon Wealth Management held 16,407 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.04M as of Q3 2026.
  • Perigon Wealth Management sold 1,226 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $77.7K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #592 holding.
  • Perigon Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2017 and has held it in 32 quarters since.
  • Perigon Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.7M in Q1 2022.
  • 68 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

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