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Lido Advisors, LLC
DDWM4 quarters
Position history for
Lido Advisors, LLC's holdings in WISDOMTREE TR
Yes. Lido Advisors holds 438,912 shares of DDWM, worth $20.3M, as of its Q2 2026 13F filing. It reduced the position by 18,986 shares (-4.2%) from Q1 2026. Lido Advisors has held DDWM since Q3 2025, across 4 quarterly 13F filings. DDWM is 0.1% of Lido Advisors' reported 13F portfolio.
Current Value
$20.3M
Current Shares
438,912
Total Value Change
+$1.8M
Total Shares Change
-3,684
Quarter-by-Quarter History
Other major holders of DDWM: LPL Financial LLC, MORGAN STANLEY