Lido Advisors

Lido Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Lido Advisors’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,763	Closed	-$219K	–	966
2022 Q2	$219K	Sell	3,763 -7,451	-66%	-$476K	﹤0.01%	842
2022 Q1	$769K	Sell	11,214 -519	-4%	-$36.4K	0.01%	461
2021 Q4	$864K	Sell	11,733 -378	-3%	-$27.8K	0.02%	450
2021 Q3	$899K	Buy	12,111 +127	+1%	+$9.67K	0.02%	433
2021 Q2	$895K	Sell	11,984 -374	-3%	-$28.2K	0.02%	406
2021 Q1	$893K	Buy	12,358 +903	+8%	+$63.9K	0.03%	364
2020 Q4	$780K	Buy	+11,455	New	+$729K	0.03%	367

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return