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
Q2 		$201K Buy
+3,704
New +$193K 0.01% 306
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 $104B AUM 28.3% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

RMR Wealth Builders's USMF Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in WisdomTree US Multifactor Fund (USMF) in Q2 2026: 3,704 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in USMF as recently as Q4 2025.

RMR Wealth Builders first reported a position in USMF in Q1 2021 and has held it in 18 quarters since. The position peaked at $285K in Q1 2022. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • RMR Wealth Builders held 3,704 shares of WisdomTree US Multifactor Fund worth $201K as of Q2 2026.
  • WisdomTree US Multifactor Fund was a new RMR Wealth Builders position in Q2 2026.
  • WisdomTree US Multifactor Fund made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #306 holding.
  • RMR Wealth Builders first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and has held it in 18 quarters since.
  • RMR Wealth Builders's WisdomTree US Multifactor Fund position peaked at $285K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.