RWB
RMR Wealth Builders’s WisdomTree US Multifactor Fund USMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
4,417
-15
| -0.3% | -$769 | 0.02% | 263 |
|
|
2025
Q1 | $220K | Sell |
4,432
-189
| -4% | -$9.38K | 0.02% | 242 |
|
|
2024
Q4 | $230K | Sell |
4,621
-26
| -0.6% | -$1.29K | 0.02% | 239 |
|
|
2024
Q3 | $227K | Sell |
4,647
-340
| -7% | -$16.6K | 0.02% | 240 |
|
|
2024
Q2 | $227K | Sell |
4,987
-13
| -0.3% | -$591 | 0.03% | 232 |
|
|
2024
Q1 | $233K | Buy |
5,000
+15
| +0.3% | +$698 | 0.03% | 237 |
|
|
2023
Q4 | $210K | Buy |
+4,985
| New | +$210K | 0.03% | 220 |
|
|
2023
Q2 | – | Sell |
-5,647
| Closed | -$212K | – | 221 |
|
|
2023
Q1 | $212K | Sell |
5,647
-752
| -12% | -$28.2K | 0.04% | 195 |
|
|
2022
Q4 | $241K | Buy |
6,399
+7
| +0.1% | +$263 | 0.05% | 168 |
|
|
2022
Q3 | $218K | Sell |
6,392
-13
| -0.2% | -$443 | 0.05% | 174 |
|
|
2022
Q2 | $232K | Sell |
6,405
-552
| -8% | -$20K | 0.06% | 167 |
|
|
2022
Q1 | $285K | Buy |
6,957
+1,166
| +20% | +$47.8K | 0.06% | 161 |
|
|
2021
Q4 | $243K | Buy |
5,791
+76
| +1% | +$3.19K | 0.07% | 107 |
|
|
2021
Q3 | $222K | Buy |
+5,715
| New | +$222K | 0.07% | 169 |
|
|
2021
Q2 | – | Sell |
-4,947
| Closed | -$187K | – | 678 |
|
|
2021
Q1 | $187K | Buy |
+4,947
| New | +$187K | 0.05% | 196 |
|