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 Q3	$274K	Hold	2,930	–	–	﹤0.01%	1204
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

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

Perigon Wealth Management held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 2,930 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Perigon Wealth Management first reported a position in DTD in Q4 2024 and has held it in 8 quarters since. 113 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Perigon Wealth Management held 2,930 shares of WisdomTree US Total Dividend Fund worth $274K as of Q3 2026.
Perigon Wealth Management left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1204 holding.
Perigon Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q4 2024 and has held it in 8 quarters since.
113 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

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