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 Q2	$972K	Sell	18,074 -928	-5%	-$49.6K	﹤0.01%	1106
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Lido Advisors's DEM Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.9% in Q2 2026, selling an estimated $49.6K and leaving 18,074 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Lido Advisors first reported a position in DEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Lido Advisors held 18,074 shares of WisdomTree Emerging Markets High Dividend Fund worth $972K as of Q2 2026.
Lido Advisors sold 928 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $49.6K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1106 holding.
Lido Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Lido Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.03M in Q4 2025.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.