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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,485
Closed -$252K 225
2021
Q4
$252K Sell
4,485
-4,194
-48% -$236K ﹤0.01% 190
2021
Q3
$451K Buy
+8,679
New +$451K ﹤0.01% 155