Betterment LLC’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
52,775
+1,632
| +3% | +$104K | 0.01% | 173 |
|
|
2025
Q1 | $3.03M | Buy |
51,143
+2,220
| +5% | +$132K | 0.01% | 175 |
|
|
2024
Q4 | $2.99M | Sell |
48,923
-4,724
| -9% | -$289K | 0.01% | 169 |
|
|
2024
Q3 | $3.22M | Buy |
53,647
+27,416
| +105% | +$1.65M | 0.01% | 146 |
|
|
2024
Q2 | $1.49M | Buy |
26,231
+450
| +2% | +$25.6K | ﹤0.01% | 192 |
|
|
2024
Q1 | $1.43M | Sell |
25,781
-579
| -2% | -$32.1K | ﹤0.01% | 176 |
|
|
2023
Q4 | $1.32M | Sell |
26,360
-1,500
| -5% | -$75.2K | ﹤0.01% | 153 |
|
|
2023
Q3 | $1.28M | Buy |
27,860
+257
| +0.9% | +$11.8K | ﹤0.01% | 141 |
|
|
2023
Q2 | $1.29M | Sell |
27,603
-2,457
| -8% | -$115K | ﹤0.01% | 134 |
|
|
2023
Q1 | $1.31M | Buy |
30,060
+904
| +3% | +$39.5K | ﹤0.01% | 136 |
|
|
2022
Q4 | $1.21M | Buy |
29,156
+2,456
| +9% | +$102K | ﹤0.01% | 138 |
|
|
2022
Q3 | $1.09M | Hold |
26,700
| – | – | ﹤0.01% | 140 |
|
|
2022
Q2 | $1.09M | Buy |
26,700
+5,188
| +24% | +$212K | ﹤0.01% | 140 |
|
|
2022
Q1 | $1.04M | Buy |
21,512
+10,252
| +91% | +$496K | ﹤0.01% | 140 |
|
|
2021
Q4 | $567K | Buy |
+11,260
| New | +$567K | ﹤0.01% | 156 |
|