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WisdomTree Emerging Mkts Small Cp Div shares owned by Betterment

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 21k 49.91
2023-09-30 $951k 21k 46.24
2023-06-30 $814k 18k 46.51
2023-03-31 $756k 17k 45.80
2022-12-31 $711k 16k 43.98
2022-09-30 $529k 12k 44.63
2022-06-30 $529k 12k 44.63
2022-03-31 $593k 11k 53.33
2021-12-31 $305k 5.8k 52.98

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
BKM Wealth Management
Bank of America Corporation
Unison Advisors
HPM Partners
HighTower Advisors
Wells Fargo & Company
National Bank Of Canada /fi/
Eastern Bank
Great Valley Advisor Group
Hengehold Capital Management
Victory Capital Management
Great Point Wealth Advisors
BIP Wealth
McMahon Financial Advisors

View all funds holding WisdomTree Emerging Mkts Small Cp Div