RMR Wealth Builders
DWMF icon

RMR Wealth Builders’s WisdomTree International Multifactor Fund DWMF Stock Holding History

RMR Wealth Builders’s Portfolio DWMF Stock Details DWMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,324
Closed -$34K – 314
2021
Q1 		$34K Buy
+1,324
New +$33.3K 0.01% 428

Other funds holding DWMF

Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ACG Wealth
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

RMR Wealth Builders's DWMF Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree International Multifactor Fund (DWMF) in Q2 2021, closing a stake of 1,324 shares — an estimated $34K sold.

RMR Wealth Builders first reported a position in DWMF in Q1 2021 and held it in 1 quarter. The position peaked at $34K in Q1 2021. 16 funds tracked by Wall St. Rank hold DWMF as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree International Multifactor Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,324 WisdomTree International Multifactor Fund shares in Q2 2021, an estimated $34K.
  • RMR Wealth Builders first reported a position in WisdomTree International Multifactor Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree International Multifactor Fund position peaked at $34K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.