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
2025
Q3
$737K Buy
2025
Q2
$696K Sell
2025
Q1
$645K Buy
2024
Q4
$646K Buy
2024
Q3
$692K Sell
2024
Q2
$1.18M Buy
2024
Q1
$1.1M Buy
2023
Q4
$1.03M Buy
2023
Q3
$951K Buy
2023
Q2
$814K Buy
2023
Q1
$756K Buy
2022
Q4
$711K Buy
2022
Q3
$529K Hold
2022
Q2
$529K Buy
2022
Q1
$593K Buy
2021
Q4
$305K Buy