Lido Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Lido Advisors’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$944K	Sell	19,002 -3,201	-14%	-$159K	﹤0.01%	992
2025 Q4	$1.03M	Sell	22,203 -1	-0%	-$46	﹤0.01%	993
2025 Q3	$1.02M	Buy	22,204 +7,738	+53%	+$358K	﹤0.01%	946
2025 Q2	$655K	Buy	+14,466	New	+$623K	﹤0.01%	1007

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors's DEM Position: Q1 2026 in Review

Lido Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 14% in Q1 2026, selling an estimated $159K and leaving 19,002 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Lido Advisors first reported a position in DEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Lido Advisors held 19,002 shares of WisdomTree Emerging Markets High Dividend Fund worth $944K as of Q1 2026.
Lido Advisors sold 3,201 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $159K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #992 holding.
Lido Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 4 quarters since.
Lido Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.03M in Q4 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.