Lido Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Lido Advisors’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Sell	5,910 -103	-2%	-$3.97K	﹤0.01%	1860
2026 Q1	$216K	Sell	6,013 -998	-14%	-$36K	﹤0.01%	1744
2025 Q4	$236K	Buy	7,011 +738	+12%	+$24.7K	﹤0.01%	1690
2025 Q3	$211K	Buy	+6,273	New	+$208K	﹤0.01%	1657
2023 Q3	–	Sell	-8,900	Closed	-$256K	–	1246
2023 Q2	$256K	Buy	+8,900	New	+$248K	﹤0.01%	1012

Other funds holding DES

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's DES Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.7% in Q2 2026, selling an estimated $3.97K and leaving 5,910 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Lido Advisors first reported a position in DES in Q2 2023 and has held it in 5 quarters since. The position peaked at $256K in Q2 2023. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Lido Advisors held 5,910 shares of WisdomTree US SmallCap Dividend Fund worth $240K as of Q2 2026.
Lido Advisors sold 103 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.97K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1860 holding.
Lido Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2023 and has held it in 5 quarters since.
Lido Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $256K in Q2 2023.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

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