Betterment LLC’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
12,591
-767
| -6% | -$42.4K | ﹤0.01% | 314 |
|
|
2025
Q1 | $645K | Buy |
13,358
+155
| +1% | +$7.48K | ﹤0.01% | 305 |
|
|
2024
Q4 | $646K | Buy |
13,203
+319
| +2% | +$15.6K | ﹤0.01% | 295 |
|
|
2024
Q3 | $692K | Sell |
12,884
-10,032
| -44% | -$539K | ﹤0.01% | 277 |
|
|
2024
Q2 | $1.18M | Buy |
22,916
+1,351
| +6% | +$69.5K | ﹤0.01% | 204 |
|
|
2024
Q1 | $1.1M | Buy |
21,565
+849
| +4% | +$43.2K | ﹤0.01% | 192 |
|
|
2023
Q4 | $1.03M | Buy |
20,716
+148
| +0.7% | +$7.39K | ﹤0.01% | 176 |
|
|
2023
Q3 | $951K | Buy |
20,568
+3,068
| +18% | +$142K | ﹤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% | +$190K | ﹤0.01% | 165 |
|
|
2022
Q3 | $529K | Hold |
11,854
| – | – | ﹤0.01% | 174 |
|
|
2022
Q2 | $529K | Buy |
11,854
+735
| +7% | +$32.8K | ﹤0.01% | 174 |
|
|
2022
Q1 | $593K | Buy |
11,119
+5,362
| +93% | +$286K | ﹤0.01% | 166 |
|
|
2021
Q4 | $305K | Buy |
+5,757
| New | +$305K | ﹤0.01% | 181 |
|