RWB
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RMR Wealth Builders’s WisdomTree US Multifactor Fund USMF Stock Holding History

RMR Wealth Builders’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,367
Closed -$224K – 291
2025
Q4 		$224K Buy
4,367
+15
+0.3% +$769 0.02% 263
2025
Q3 		$227K Sell
4,352
-65
-1% -$3.34K 0.02% 259
2025
Q2 		$226K Sell
4,417
-15
-0.3% -$741 0.02% 263
2025
Q1 		$220K Sell
4,432
-189
-4% -$9.55K 0.02% 242
2024
Q4 		$230K Sell
4,621
-26
-0.6% -$1.31K 0.02% 239
2024
Q3 		$227K Sell
4,647
-340
-7% -$16K 0.02% 240
2024
Q2 		$227K Sell
4,987
-13
-0.3% -$589 0.03% 232
2024
Q1 		$233K Buy
5,000
+15
+0.3% +$662 0.03% 237
2023
Q4 		$210K Buy
+4,985
New +$198K 0.03% 220
2023
Q2 		– Sell
-5,647
Closed -$212K – 221
2023
Q1 		$212K Sell
5,647
-752
-12% -$28.6K 0.04% 195
2022
Q4 		$241K Buy
6,399
+7
+0.1% +$262 0.05% 168
2022
Q3 		$218K Sell
6,392
-13
-0.2% -$486 0.05% 174
2022
Q2 		$232K Sell
6,405
-552
-8% -$21.4K 0.06% 167
2022
Q1 		$285K Buy
6,957
+1,166
+20% +$47.2K 0.06% 161
2021
Q4 		$243K Buy
5,791
+76
+1% +$3.09K 0.07% 107
2021
Q3 		$222K Buy
+5,715
New +$228K 0.07% 169
2021
Q2 		– Sell
-4,947
Closed -$187K – 676
2021
Q1 		$187K Buy
+4,947
New +$183K 0.05% 196

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

RMR Wealth Builders's USMF Position: Q1 2026 in Review

RMR Wealth Builders sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2026, closing a stake of 4,367 shares — an estimated $224K sold.

RMR Wealth Builders first reported a position in USMF in Q1 2021 and held it in 17 quarters. The position peaked at $285K in Q1 2022. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • RMR Wealth Builders reported no remaining WisdomTree US Multifactor Fund position as of Q1 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 4,367 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $224K.
  • RMR Wealth Builders first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and held it in 17 quarters.
  • RMR Wealth Builders's WisdomTree US Multifactor Fund position peaked at $285K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.