Betterment LLC
EZM icon

Betterment LLC’s WisdomTree US MidCap Fund EZM Stock Holding History

Betterment LLC’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,485
Closed -$252K – 225
2021
Q4 		$252K Sell
4,485
-4,194
-48% -$231K ﹤0.01% 190
2021
Q3 		$451K Buy
+8,679
New +$457K ﹤0.01% 155

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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC's EZM Position: Q1 2022 in Review

Betterment LLC sold out of WisdomTree US MidCap Fund (EZM) in Q1 2022, closing a stake of 4,485 shares — an estimated $252K sold.

Betterment LLC first reported a position in EZM in Q3 2021 and held it in 2 quarters. The position peaked at $451K in Q3 2021. 148 funds tracked by Wall St. Rank hold EZM as of Q1 2022.

  • Betterment LLC reported no remaining WisdomTree US MidCap Fund position as of Q1 2022 after selling out during the quarter.
  • Betterment LLC sold 4,485 WisdomTree US MidCap Fund shares in Q1 2022, an estimated $252K.
  • Betterment LLC first reported a position in WisdomTree US MidCap Fund in Q3 2021 and held it in 2 quarters.
  • Betterment LLC's WisdomTree US MidCap Fund position peaked at $451K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2022.

Based on Betterment LLC's 13F filing for Q1 2022, filed 16 May 2022.