Betterment LLC’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$893K Buy
14,862
+352
+2% +$21.5K ﹤0.01% 344
2025
Q4
$831K Buy
14,510
+1,595
+12% +$90.7K ﹤0.01% 322
2025
Q3
$737K Buy
12,915
+324
+3% +$18.4K ﹤0.01% 328
2025
Q2
$696K Sell
12,591
-767
-6% -$39.3K ﹤0.01% 314
2025
Q1
$645K Buy
13,358
+155
+1% +$7.6K ﹤0.01% 305
2024
Q4
$646K Buy
13,203
+319
+2% +$16.3K ﹤0.01% 295
2024
Q3
$692K Sell
12,884
-10,032
-44% -$522K ﹤0.01% 277
2024
Q2
$1.18M Buy
22,916
+1,351
+6% +$69.6K ﹤0.01% 204
2024
Q1
$1.1M Buy
21,565
+849
+4% +$42K ﹤0.01% 192
2023
Q4
$1.03M Buy
20,716
+148
+0.7% +$6.92K ﹤0.01% 176
2023
Q3
$951K Buy
20,568
+3,068
+18% +$147K ﹤0.01% 171
2023
Q2
$814K Buy
17,500
+992
+6% +$46.1K ﹤0.01% 169
2023
Q1
$756K Buy
16,508
+343
+2% +$15.7K ﹤0.01% 171
2022
Q4
$711K Buy
16,165
+4,311
+36% +$183K ﹤0.01% 165
2022
Q3
$529K Hold
11,854
﹤0.01% 174
2022
Q2
$529K Buy
11,854
+735
+7% +$36.5K ﹤0.01% 174
2022
Q1
$593K Buy
11,119
+5,362
+93% +$282K ﹤0.01% 166
2021
Q4
$305K Buy
+5,757
New +$303K ﹤0.01% 181

Other funds holding DGS