Rmr Wealth Builders Wisdomtree Tr Us Multifactor F Transaction History

Rmr Wealth Builders

$939 Million
Q3 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 4,647 shares of USMF stock, worth $233,186. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,647

Previous 4,987 6.82%

Holding current value

$233,186

Previous $226,000 0.44%

% of portfolio

0.02%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$44.69 - $48.87 $15,194 - $16,615	-340 Reduced 6.82%	4,647 $227,000
Q2 2024 Jul 23, 2024	SELL	$43.93 - $46.44 $571 - $603	-13 Reduced 0.26%	4,987 $226,000
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	$34.77 - $39.7 $222,493 - $254,040	6,399 New	6,399 $240,000
Q3 2022 Nov 08, 2022	SELL	$34.15 - $39.86 $443 - $518	-13 Reduced 0.2%	6,392 $218,000
Q2 2022 Aug 02, 2022	SELL	$35.27 - $41.72 $19,469 - $23,029	-552 Reduced 7.93%	6,405 $232,000
Q1 2022 May 13, 2022	BUY	$38.79 - $42.22 $45,229 - $49,228	1,166 Added 20.13%	6,957 $285,000
Q4 2021 Feb 02, 2022	BUY	$39.03 - $42.09 $2,966 - $3,198	76 Added 1.33%	5,791 $243,000
Q3 2021 Oct 18, 2021	BUY	$38.56 - $41.0 $220,370 - $234,315	5,715 New	5,715 $222,000
Q2 2021 Aug 16, 2021	SELL	$38.14 - $39.96 $188,678 - $197,682	-4,947 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$34.79 - $38.4 $172,106 - $189,964	4,947 New	4,947 $187,000

Others Institutions Holding USMF

# of Institutions

Shares Held

5.26M

Call Options Held

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