Lido Advisors, LLC USMF Holdings History

Number of Shares
825,202.00
Current Holdings Value*
$40.95 Mil
% of Portfolio
0.18%
Total Estimate Gain
$99,024.24
% of Total Estimate Gain
0.08%

Lido Advisors, LLC's WisdomTree U.S. Multifactor Fund Holding Summary

As of 2025-03-31, Lido Advisors, LLC held 825,202.00 shares of WisdomTree U.S. Multifactor Fund(USMF), totaling $40.95 Mil. This investment constitutes 0.18% of their stock portfolio, and Lido Advisors, LLC now holds 10.89% of the outstanding WisdomTree U.S. Multifactor Fund(USMF) stock.

The initial trade took place in 2024Q4. And since then Lido Advisors, LLC has made 1 purchases of USMF, at an average price of $50.53, for a total of 2.34 Mil shares. In addition, there have been 1 sales at an average price of $50.53 for 1.51 Mil shares. Based on historical transaction data and USMF's current price of $50.65, Lido Advisors, LLC's estimated gain on his USMF holdings is $99,024.24, reflecting a 0.08% gain to date.

Lido Advisors, LLC USMF ($50.65) Holding Chart

Lido Advisors, LLC USMF ($50.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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