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 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

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Perigon Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 12% in Q2 2026, selling an estimated $160K and leaving 17,633 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #548.

Perigon Wealth Management first reported a position in DGS in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.7M in Q1 2022. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Perigon Wealth Management held 17,633 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.14M as of Q2 2026.
Perigon Wealth Management sold 2,493 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $160K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #548 holding.
Perigon Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2017 and has held it in 31 quarters since.
Perigon Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.7M in Q1 2022.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

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