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 Q2	$274K	Sell	5,048 -668,597	-99%	-$34.8M	﹤0.01%	1786
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 $104B AUM 28.3% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

TFG

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

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Lido Advisors's USMF Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 99% in Q2 2026, selling an estimated $34.8M and leaving 5,048 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Lido Advisors first reported a position in USMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $116M in Q4 2024. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Lido Advisors held 5,048 shares of WisdomTree US Multifactor Fund worth $274K as of Q2 2026.
Lido Advisors sold 668,597 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $34.8M.
WisdomTree US Multifactor Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1786 holding.
Lido Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 7 quarters since.
Lido Advisors's WisdomTree US Multifactor Fund position peaked at $116M in Q4 2024.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

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