Lido Advisors
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Lido Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Lido Advisors’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.8M Sell
310,304
-12,896
-4% -$1.11M 0.1% 115
2025
Q1 		$26.6M Buy
323,200
+143,267
+80% +$11.8M 0.12% 99
2024
Q4 		$15M Buy
+179,933
New +$15M 0.07% 157