Betterment LLC’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Sell |
187,980
-4,902
| -3% | -$169K | 0.01% | 139 |
|
|
2025
Q1 | $5.95M | Buy |
192,882
+10,397
| +6% | +$321K | 0.01% | 137 |
|
|
2024
Q4 | $5.56M | Buy |
182,485
+12,818
| +8% | +$391K | 0.01% | 133 |
|
|
2024
Q3 | $5.6M | Sell |
169,667
-439
| -0.3% | -$14.5K | 0.01% | 126 |
|
|
2024
Q2 | $5.21M | Buy |
170,106
+2,778
| +2% | +$85.1K | 0.01% | 118 |
|
|
2024
Q1 | $4.93M | Buy |
167,328
+15,153
| +10% | +$446K | 0.01% | 106 |
|
|
2023
Q4 | $4.4M | Buy |
152,175
+6,725
| +5% | +$194K | 0.01% | 100 |
|
|
2023
Q3 | $3.88M | Buy |
145,450
+7,322
| +5% | +$195K | 0.01% | 93 |
|
|
2023
Q2 | $3.86M | Buy |
138,128
+13,126
| +11% | +$367K | 0.01% | 92 |
|
|
2023
Q1 | $3.48M | Buy |
125,002
+2,722
| +2% | +$75.8K | 0.01% | 98 |
|
|
2022
Q4 | $3.26M | Buy |
122,280
+8,872
| +8% | +$237K | 0.01% | 99 |
|
|
2022
Q3 | $3.25M | Hold |
113,408
| – | – | 0.01% | 98 |
|
|
2022
Q2 | $3.25M | Buy |
113,408
+16,909
| +18% | +$485K | 0.01% | 98 |
|
|
2022
Q1 | $3.15M | Buy |
96,499
+84,433
| +700% | +$2.76M | 0.01% | 103 |
|
|
2021
Q4 | $445K | Buy |
+12,066
| New | +$445K | ﹤0.01% | 167 |
|