Betterment LLC’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $992K | Buy |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $927K | Buy |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $789K | Buy |
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|
2023
Q4 | $742K | Sell |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $718K | Buy |
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|
2022
Q3 | $648K | Hold |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $283K | Buy |
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