Betterment LLC
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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
Q2 		$1.21M Sell
14,395
-96
-0.7% -$8.27K ﹤0.01% 318
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

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Betterment LLC's DLS Position: Q2 2026 in Review

Betterment LLC reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.66% in Q2 2026, selling an estimated $8.27K and leaving 14,395 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Betterment LLC first reported a position in DLS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Betterment LLC held 14,395 shares of WisdomTree International SmallCap Dividend Fund worth $1.21M as of Q2 2026.
  • Betterment LLC sold 96 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $8.27K.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #318 holding.
  • Betterment LLC first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Betterment LLC's WisdomTree International SmallCap Dividend Fund position peaked at $1.25M in Q4 2025.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.