Betterment LLC’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $270K | Buy |
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