Lido Advisors, LLC USMF — WISDOMTREE TR

Ownership history in Lido Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Lido Advisors, LLC reported WISDOMTREE TR (USMF) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.53% in 2024 Q4. The latest visible filing shows USMF at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lido Advisors, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

USMF was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USMF stock page Lido Advisors, LLC fund profile Lido Advisors, LLC full holdings
How Lido Advisors, LLC held USMF — position size vs. price
% of Fund (quarterly)    USMF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 538,417 +533,369 +10565.9% 0.07% $28.0M 2026-11-04 $51.17
2026 Q2 REDUCED 99.3% -3.4% ✅ 5,048 -668,597 -99.3% 0.00% $274K 2026-08-07 $53.71
2026 Q1 REDUCED 11.8% +9.2% ❌ 673,645 -89,946 -11.8% 0.10% $33.3M 2026-05-13 $51.61
2025 Q4 REDUCED — — — 763,591 -1,461 -0.2% 0.12% $39.9M 2026-02-10 $51.15
2025 Q3 REDUCED — — — 765,052 -28,034 -3.5% 0.13% $40.0M 2025-11-14 $50.16
2025 Q2 REDUCED — — — 793,086 -32,116 -3.9% 0.16% $40.7M 2025-08-13 $50.49
2025 Q1 REDUCED 64.7% +3.7% ❌ 825,202 -1,512,172 -64.7% 0.18% $40.9M 2025-05-15 $50.11
2024 Q4 INITIATED — — — 2,337,374 — — 0.53% $116.1M 2025-02-14 $50.46

🏢 Other funds also holding USMF

As of 2026 Q3 — sorted by position size

Team Financial Group, LLC 3.26% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 2.37% WealthPoint Financial, LLC 0.61% Archer Investment Management, LLC 0.36% TopTier Wealth Management, LLC 0.27% COLUMBIA ADVISORY PARTNERS LLC 3Y 0.24% WORLD EQUITY GROUP, INC. 0.13% Beacon Financial Advisory LLC 3Y 0.12% United Advisor Group, LLC 0.05% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.03%

FAQ About Lido Advisors, LLC and USMF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lido Advisors, LLC reported owning USMF?

Lido Advisors, LLC reported USMF across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported USMF position in Lido Advisors, LLC's portfolio?

The largest reported portfolio weight for USMF was 0.53% in 2024 Q4.

What is the latest reported USMF position on this page?

The most recent filing on this page is 2026 Q3, when Lido Advisors, LLC reported 538,417 shares, equal to 0.07% of portfolio, with an estimated market value of $28.0M.

What does the chart on this USMF ownership page compare?

The chart compares Lido Advisors, LLC's quarterly USMF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lido Advisors, LLC time their USMF position?

Based on 13F filing dates vs. subsequent USMF price moves, Lido Advisors, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on USMF relative to SPY over the holding period was -12.8%.

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