Lido Advisors
DGRE icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors's DGRE Position: Q1 2026 in Review

Lido Advisors reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 1.4% in Q1 2026, selling an estimated $21.3K and leaving 43,485 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Lido Advisors first reported a position in DGRE in Q3 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q1 2026.

  • Lido Advisors held 43,485 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $1.44M as of Q1 2026.
  • Lido Advisors sold 627 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q1 2026, an estimated $21.3K.
  • WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #811 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 3 quarters since.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q1 2026.

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