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WisdomTree Total Dividend Fund shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.9k 84.00
2025-06-30 $233k 2.9k 79.52
2025-03-31 $226k 2.9k 76.95
2024-12-31 $226k 2.9k 77.18

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Broadcom (AVGO)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)

View all positions for Perigon Wealth Management

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Raymond James Financial
Retirement Planning Group
HighTower Advisors
Kestra Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Melone Private Wealth
Cornerstone Planning Group
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund