Lido Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Lido Advisors’s Portfolio DGS Stock Details DGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42M	Sell	21,906 -689	-3%	-$44.2K	﹤0.01%	938
2026 Q1	$1.36M	Sell	22,595 -136	-0.6%	-$8.31K	﹤0.01%	839
2025 Q4	$1.3M	Buy	22,731 +674	+3%	+$38.3K	﹤0.01%	883
2025 Q3	$1.26M	Buy	+22,057	New	+$1.25M	﹤0.01%	848

Other funds holding DGS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Lido Advisors's DGS Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 3% in Q2 2026, selling an estimated $44.2K and leaving 21,906 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Lido Advisors first reported a position in DGS in Q3 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Lido Advisors held 21,906 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.42M as of Q2 2026.
Lido Advisors sold 689 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $44.2K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #938 holding.
Lido Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

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