Perigon Wealth Management, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1575239
SAN FRANCISCO, CA
Position in DGS
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,209,572
+$71,470 QoQ
Shares Held
20,126
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in DGS Over Time
Shares Held
Position Value (USD)
All Filings in DGS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,209,572 | 20,126 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,138,102 | 19,883 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,140,344 | 19,971 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,245,551 | 22,548 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,109,825 | 22,973 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,247,166 | 25,494 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,506,607 | 28,056 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $1,204,170 | 24,122 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,365,178 | 29,511 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,391,665 | 29,909 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,368,525 | 29,887 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,185,134 | 26,941 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,339,345 | 33,635 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,442,720 | 32,319 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,698,777 | 31,872 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,614,430 | 30,507 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,626,059 | 30,405 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,567,934 | 28,780 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,434,786 | 27,974 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,293,832 | 27,113 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,063,811 | 25,727 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $999,202 | 25,614 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $836,352 | 25,321 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||