Rmr Wealth Builders Wisdomtree Tr Us Multifactor F Transaction History

Rmr Wealth Builders

$824 Million
Q1 2024

A detailed history of Rmr Wealth Builders transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Rmr Wealth Builders holds 5,000 shares of USMF stock, worth $226,300. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,000

Previous 4,985 0.3%

Holding current value

$226,300

Previous $209,000 11.0%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$41.7 - $46.55 $625 - $698	15 Added 0.3%	5,000 $232,000
Q4 2023 Feb 06, 2024	BUY	$36.99 - $42.2 $184,395 - $210,367	4,985 New	4,985 $209,000
Q1 2023 Apr 11, 2023	SELL	$35.65 - $39.59 $26,808 - $29,771	-752 Reduced 11.75%	5,647 $212,000
Q4 2022 Feb 15, 2023	BUY	$37.13 - $39.7 $237,594 - $254,040	6,399 New	6,399 $240,000
Q3 2022 Nov 08, 2022	SELL	N/A	-13 Reduced 0.2%	6,392 $218,000

Q2 2022 Aug 02, 2022	SELL	N/A	-552 Reduced 7.93%	6,405 $232,000
Q1 2022 May 13, 2022	BUY	N/A	1,166 Added 20.13%	6,957 $285,000
Q4 2021 Feb 02, 2022	BUY	N/A	76 Added 1.33%	5,791 $243,000
Q3 2021 Oct 18, 2021	BUY	N/A	5,715 New	5,715 $222,000
Q2 2021 Aug 16, 2021	SELL	N/A	-4,947 Closed	0 $0
Q1 2021 May 13, 2021	BUY	N/A	4,947 New	4,947 $187,000

Others Institutions Holding USMF

# of Institutions

Shares Held

4.71M

Call Options Held

23.9K

Put Options Held

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About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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Rmr Wealth Builders Wisdomtree Tr Us Multifactor F Transaction History