Lido Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Lido Advisors’s Portfolio USMF Stock Details USMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.3M	Sell	673,645 -89,946	-12%	-$4.59M	0.1%	136
2025 Q4	$39.9M	Sell	763,591 -1,461	-0.2%	-$74.9K	0.12%	116
2025 Q3	$40M	Sell	765,052 -28,034	-4%	-$1.44M	0.13%	108
2025 Q2	$40.7M	Sell	793,086 -32,116	-4%	-$1.59M	0.16%	83
2025 Q1	$40.9M	Sell	825,202 -1,512,172	-65%	-$76.4M	0.18%	76
2024 Q4	$116M	Buy	+2,337,374	New	+$118M	0.53%	23

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Lido Advisors's USMF Position: Q1 2026 in Review

Lido Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 12% in Q1 2026, selling an estimated $4.59M and leaving 673,645 shares worth $33.3M. The position accounts for 0.1% of the portfolio, ranked #136.

Lido Advisors first reported a position in USMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $116M in Q4 2024. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Lido Advisors held 673,645 shares of WisdomTree US Multifactor Fund worth $33.3M as of Q1 2026.
Lido Advisors sold 89,946 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $4.59M.
WisdomTree US Multifactor Fund made up 0.1% of Lido Advisors's portfolio in Q1 2026, its #136 holding.
Lido Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 6 quarters since.
Lido Advisors's WisdomTree US Multifactor Fund position peaked at $116M in Q4 2024.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.