Betterment LLC’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
12,448
-58,037
| -82% | -$2.05M | ﹤0.01% | 377 |
|
|
2025
Q1 | $2.41M | Sell |
70,485
-3,727
| -5% | -$127K | 0.01% | 194 |
|
|
2024
Q4 | $2.59M | Sell |
74,212
-1,191
| -2% | -$41.6K | 0.01% | 183 |
|
|
2024
Q3 | $2.68M | Sell |
75,403
-3,280
| -4% | -$116K | 0.01% | 159 |
|
|
2024
Q2 | $2.85M | Sell |
78,683
-1,906
| -2% | -$69.1K | 0.01% | 145 |
|
|
2024
Q1 | $3.02M | Sell |
80,589
-2,810
| -3% | -$105K | 0.01% | 126 |
|
|
2023
Q4 | $2.93M | Sell |
83,399
-6,023
| -7% | -$211K | 0.01% | 113 |
|
|
2023
Q3 | $3.15M | Sell |
89,422
-5,023
| -5% | -$177K | 0.01% | 99 |
|
|
2023
Q2 | $3.31M | Sell |
94,445
-4,456
| -5% | -$156K | 0.01% | 95 |
|
|
2023
Q1 | $3.32M | Buy |
98,901
+4,802
| +5% | +$161K | 0.01% | 103 |
|
|
2022
Q4 | $2.97M | Sell |
94,099
-2,906
| -3% | -$91.7K | 0.01% | 104 |
|
|
2022
Q3 | $3.41M | Hold |
97,005
| – | – | 0.01% | 97 |
|
|
2022
Q2 | $3.41M | Sell |
97,005
-3,778
| -4% | -$133K | 0.01% | 97 |
|
|
2022
Q1 | $3.62M | Buy |
100,783
+9,343
| +10% | +$336K | 0.01% | 97 |
|
|
2021
Q4 | $3.24M | Sell |
91,440
-2,694
| -3% | -$95.5K | 0.01% | 99 |
|
|
2021
Q3 | $3.86M | Buy |
94,134
+2
| +0% | +$82 | 0.01% | 86 |
|
|
2021
Q2 | $3.9M | Sell |
94,132
-986
| -1% | -$40.8K | 0.01% | 78 |
|
|
2021
Q1 | $3.71M | Sell |
95,118
-2,600
| -3% | -$101K | 0.01% | 67 |
|
|
2020
Q4 | $3.62M | Buy |
97,718
+2,743
| +3% | +$102K | 0.02% | 64 |
|
|
2020
Q3 | $3.33M | Sell |
94,975
-5,283
| -5% | -$185K | 0.02% | 60 |
|
|
2020
Q2 | $3.51M | Sell |
100,258
-1,432
| -1% | -$50.1K | 0.02% | 60 |
|
|
2020
Q1 | $3.69M | Sell |
101,690
-21,427
| -17% | -$777K | 0.02% | 59 |
|
|
2019
Q4 | $4.57M | Sell |
123,117
-10,413
| -8% | -$386K | 0.02% | 50 |
|
|
2019
Q3 | $5.05M | Hold |
133,530
| – | – | 0.03% | 46 |
|
|
2019
Q2 | $5.05M | Sell |
133,530
-10,253
| -7% | -$387K | 0.03% | 46 |
|
|
2019
Q1 | $5.59M | Sell |
143,783
-4,740
| -3% | -$184K | 0.03% | 47 |
|
|
2018
Q4 | $5.76M | Sell |
148,523
-13,221
| -8% | -$512K | 0.04% | 44 |
|
|
2018
Q3 | $6.59M | Sell |
161,744
-11,092
| -6% | -$452K | 0.04% | 33 |
|
|
2018
Q2 | $6.89M | Sell |
172,836
-83
| -0% | -$3.31K | 0.05% | 33 |
|
|
2018
Q1 | $6.9M | Buy |
172,919
+18,139
| +12% | +$724K | 0.05% | 31 |
|
|
2017
Q4 | $6.2M | Buy |
154,780
+15,022
| +11% | +$602K | 0.05% | 29 |
|
|
2017
Q3 | $5.42M | Buy |
139,758
+18,446
| +15% | +$715K | 0.05% | 27 |
|
|
2017
Q2 | $4.73M | Buy |
121,312
+22,380
| +23% | +$873K | 0.05% | 26 |
|
|
2017
Q1 | $3.94M | Buy |
98,932
+48,783
| +97% | +$1.94M | 0.05% | 28 |
|
|
2016
Q4 | $2.08M | Buy |
50,149
+41,983
| +514% | +$1.74M | 0.03% | 33 |
|
|
2016
Q3 | $344K | Buy |
+8,166
| New | +$344K | 0.01% | 43 |
|