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 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 $445B AUM 25.58% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lido Advisors's DGRE Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) stake by 1.6% in Q2 2026, selling an estimated $26.1K and leaving 42,807 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Lido Advisors first reported a position in DGRE in Q3 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

Lido Advisors held 42,807 shares of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund worth $1.75M as of Q2 2026.
Lido Advisors sold 678 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $26.1K.
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #855 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 4 quarters since.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

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