RMR Wealth Builders’s WisdomTree US Multifactor Fund USMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $222K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $187K | Buy |
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