Betterment LLC’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
16,028
+997
| +7% | +$74.9K | ﹤0.01% | 258 |
|
|
2025
Q1 | $992K | Buy |
15,031
+127
| +0.9% | +$8.38K | ﹤0.01% | 257 |
|
|
2024
Q4 | $938K | Buy |
14,904
+1,475
| +11% | +$92.8K | ﹤0.01% | 258 |
|
|
2024
Q3 | $927K | Buy |
13,429
+680
| +5% | +$46.9K | ﹤0.01% | 244 |
|
|
2024
Q2 | $809K | Buy |
12,749
+657
| +5% | +$41.7K | ﹤0.01% | 240 |
|
|
2024
Q1 | $789K | Buy |
12,092
+465
| +4% | +$30.3K | ﹤0.01% | 222 |
|
|
2023
Q4 | $742K | Sell |
11,627
-547
| -4% | -$34.9K | ﹤0.01% | 201 |
|
|
2023
Q3 | $700K | Buy |
12,174
+610
| +5% | +$35.1K | ﹤0.01% | 192 |
|
|
2023
Q2 | $688K | Sell |
11,564
-306
| -3% | -$18.2K | ﹤0.01% | 176 |
|
|
2023
Q1 | $723K | Sell |
11,870
-514
| -4% | -$31.3K | ﹤0.01% | 175 |
|
|
2022
Q4 | $718K | Buy |
12,384
+1,284
| +12% | +$74.4K | ﹤0.01% | 164 |
|
|
2022
Q3 | $648K | Hold |
11,100
| – | – | ﹤0.01% | 164 |
|
|
2022
Q2 | $648K | Buy |
11,100
+1,761
| +19% | +$103K | ﹤0.01% | 164 |
|
|
2022
Q1 | $641K | Buy |
9,339
+5,490
| +143% | +$377K | ﹤0.01% | 162 |
|
|
2021
Q4 | $283K | Buy |
+3,849
| New | +$283K | ﹤0.01% | 183 |
|