Lido Advisors
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Lido Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Lido Advisors’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.2M Sell
262,431
-5,976
-2% -$278K 0.05% 217
2025
Q1 		$12.5M Sell
268,407
-211,541
-44% -$9.84M 0.06% 199
2024
Q4 		$24.6M Buy
+479,948
New +$24.6M 0.11% 106