Lido Advisors’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Lido Advisors’s Portfolio DGRE Stock Details DGRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.73M	Sell	42,708 -99	-0.2%	-$3.94K	﹤0.01%	851
2026 Q2	$1.75M	Sell	42,807 -678	-2%	-$26.1K	﹤0.01%	855
2026 Q1	$1.44M	Sell	43,485 -627	-1%	-$21.3K	﹤0.01%	811
2025 Q4	$1.38M	Buy	44,112 +575	+1%	+$17.3K	﹤0.01%	858
2025 Q3	$1.25M	Buy	+43,537	New	+$1.22M	﹤0.01%	851

Other funds holding DGRE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Lido Advisors's DGRE Position: Q3 2026 in Review

Lido Advisors reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 0.23% in Q3 2026, selling an estimated $3.94K and leaving 42,708 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Lido Advisors first reported a position in DGRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q2 2026. 32 funds tracked by Wall St. Rank hold DGRE as of Q3 2026.

Lido Advisors held 42,708 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $1.73M as of Q3 2026.
Lido Advisors sold 99 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q3 2026, an estimated $3.94K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #851 holding.
Lido Advisors first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q3 2025 and has held it in 5 quarters since.
Lido Advisors's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $1.75M in Q2 2026.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.