Betterment LLC’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.53M | Sell |
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|
2025
Q2 | $3.38M | Buy |
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|
2025
Q1 | $3.03M | Buy |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.22M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.09M | Hold |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $567K | Buy |
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