Betterment LLC’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
9,443
+843
| +10% | +$42.9K | ﹤0.01% | 362 |
|
|
2025
Q1 | $420K | Buy |
8,600
+1,045
| +14% | +$51K | ﹤0.01% | 359 |
|
|
2024
Q4 | $408K | Sell |
7,555
-357
| -5% | -$19.3K | ﹤0.01% | 350 |
|
|
2024
Q3 | $417K | Sell |
7,912
-103
| -1% | -$5.43K | ﹤0.01% | 331 |
|
|
2024
Q2 | $378K | Buy |
8,015
+542
| +7% | +$25.6K | ﹤0.01% | 317 |
|
|
2024
Q1 | $375K | Sell |
7,473
-5
| -0.1% | -$251 | ﹤0.01% | 287 |
|
|
2023
Q4 | $373K | Sell |
7,478
-358
| -5% | -$17.9K | ﹤0.01% | 256 |
|
|
2023
Q3 | $339K | Buy |
7,836
+186
| +2% | +$8.05K | ﹤0.01% | 252 |
|
|
2023
Q2 | $343K | Sell |
7,650
-91
| -1% | -$4.08K | ﹤0.01% | 236 |
|
|
2023
Q1 | $335K | Buy |
7,741
+55
| +0.7% | +$2.38K | ﹤0.01% | 223 |
|
|
2022
Q4 | $327K | Buy |
7,686
+764
| +11% | +$32.5K | ﹤0.01% | 220 |
|
|
2022
Q3 | $285K | Hold |
6,922
| – | – | ﹤0.01% | 208 |
|
|
2022
Q2 | $285K | Buy |
6,922
+1,287
| +23% | +$53K | ﹤0.01% | 208 |
|
|
2022
Q1 | $270K | Buy |
+5,635
| New | +$270K | ﹤0.01% | 208 |
|