Betterment LLC
DLS icon

Betterment LLC’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Betterment LLC’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Sell
14,491
-936
-6% -$79.2K ﹤0.01% 302
2025
Q4 		$1.25M Sell
15,427
-275
-2% -$21.7K ﹤0.01% 280
2025
Q3 		$1.25M Sell
15,702
-326
-2% -$25.4K ﹤0.01% 276
2025
Q2 		$1.2M Buy
16,028
+997
+7% +$69.9K ﹤0.01% 258
2025
Q1 		$992K Buy
15,031
+127
+0.9% +$8.27K ﹤0.01% 257
2024
Q4 		$938K Buy
14,904
+1,475
+11% +$96K ﹤0.01% 258
2024
Q3 		$927K Buy
13,429
+680
+5% +$45.1K ﹤0.01% 244
2024
Q2 		$809K Buy
12,749
+657
+5% +$42.6K ﹤0.01% 240
2024
Q1 		$789K Buy
12,092
+465
+4% +$29.5K ﹤0.01% 222
2023
Q4 		$742K Sell
11,627
-547
-4% -$32K ﹤0.01% 201
2023
Q3 		$700K Buy
12,174
+610
+5% +$36.5K ﹤0.01% 192
2023
Q2 		$688K Sell
11,564
-306
-3% -$18.7K ﹤0.01% 176
2023
Q1 		$723K Sell
11,870
-514
-4% -$31.5K ﹤0.01% 175
2022
Q4 		$718K Buy
12,384
+1,284
+12% +$71.3K ﹤0.01% 164
2022
Q3 		$648K Hold
11,100
– – ﹤0.01% 164
2022
Q2 		$648K Buy
11,100
+1,761
+19% +$113K ﹤0.01% 164
2022
Q1 		$641K Buy
9,339
+5,490
+143% +$385K ﹤0.01% 162
2021
Q4 		$283K Buy
+3,849
New +$283K ﹤0.01% 183

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