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WisdomTree Intl. SmallCap Div shares owned by Betterment

Quarter-by-quarter ownership of WisdomTree Intl. SmallCap Div (DLS) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. SmallCap Div held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $789k 12k 65.25
2023-12-31 $742k 12k 63.82
2023-09-30 $700k 12k 57.50
2023-06-30 $688k 12k 59.50
2023-03-31 $723k 12k 60.91
2022-12-31 $718k 12k 57.98
2022-09-30 $648k 11k 58.38
2022-06-30 $648k 11k 58.38
2022-03-31 $641k 9.3k 68.64
2021-12-31 $283k 3.8k 73.53

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Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
BIP Wealth
Old Mission Capital
Morgan Stanley
Bank of America Corporation
LRI Investments
Raymond James & Associates
Csenge Advisory Group
MAI Wealth Advisors
Checchi Capital Advisers
HighTower Advisors
Congress Wealth Management LLC / DE /
Merriman Wealth Management
Evanson Asset Management
Telos Capital Management

View all funds holding WisdomTree Intl. SmallCap Div