Perigon Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$273K	Hold	2,930	–	–	﹤0.01%	1178
2026 Q1	$253K	Hold	2,930	–	–	﹤0.01%	1088
2025 Q4	$249K	Hold	2,930	–	–	﹤0.01%	1116
2025 Q3	$246K	Hold	2,930	–	–	0.01%	1055
2025 Q2	$233K	Hold	2,930	–	–	0.01%	943
2025 Q1	$225K	Hold	2,930	–	–	0.01%	921
2024 Q4	$226K	Buy	+2,930	New	+$228K	0.01%	917

Other funds holding DTD

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

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

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Perigon Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 2,930 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Perigon Wealth Management first reported a position in DTD in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Perigon Wealth Management held 2,930 shares of WisdomTree US Total Dividend Fund worth $273K as of Q2 2026.
Perigon Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1178 holding.
Perigon Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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