Betterment LLC
DGS icon

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

Betterment LLC’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$973K Buy
15,038
+176
+1% +$11.3K ﹤0.01% 352
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

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Betterment LLC's DGS Position: Q2 2026 in Review

Betterment LLC increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.2% in Q2 2026, buying an estimated $11.3K and bringing the position to 15,038 shares worth $973K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Betterment LLC first reported a position in DGS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q2 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Betterment LLC held 15,038 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $973K as of Q2 2026.
  • Betterment LLC bought 176 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $11.3K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #352 holding.
  • Betterment LLC first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Betterment LLC's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.18M in Q2 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.