Ownership history in RMR Wealth Builders Β· 4 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in WISDOMTREE TR (DNL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π RMR Wealth Builders underperformed the S&P 500 by β0.5% annually on this DNL position. Timing score: 0% (0/3 decisions correct). Average cost basis: $35.22. Maximum drawdown during holding period: β0.5%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct
Best entry: $35.22 (2024 Q4) Β· Worst: $35.22 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 3 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.