Perigon Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Perigon Wealth Management’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,951	Closed	-$207K	–	1325
2025 Q3	$207K	Buy	+3,951	New	+$205K	﹤0.01%	1152
2025 Q1	–	Sell	-3,906	Closed	-$203K	–	1047
2024 Q4	$203K	Buy	+3,906	New	+$205K	0.01%	976
2017 Q2	–	Sell	-84	Closed	-$3K	–	589
2017 Q1	$3K	Hold	84	–	–	﹤0.01%	585
2016 Q4	$3K	Hold	84	–	–	﹤0.01%	672
2016 Q3	$3K	Buy	+84	New	+$2.55K	﹤0.01%	588

Other funds holding DON

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

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Perigon Wealth Management's DON Position: Q4 2025 in Review

Perigon Wealth Management sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 3,951 shares — an estimated $207K sold.

Perigon Wealth Management first reported a position in DON in Q3 2016 and held it in 5 quarters. The position peaked at $207K in Q3 2025. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

Perigon Wealth Management reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Perigon Wealth Management sold 3,951 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $207K.
Perigon Wealth Management first reported a position in WisdomTree US MidCap Dividend Fund in Q3 2016 and held it in 5 quarters.
Perigon Wealth Management's WisdomTree US MidCap Dividend Fund position peaked at $207K in Q3 2025.
455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.