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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
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

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 Intl. SmallCap Div

Savant Capital Management
Bank of America Corporation
Frank. Day
UBS Group
Raymond James & Associates
MAI Wealth Advisors
BIP Wealth
Jane Street
Checchi Capital Advisers
HighTower Advisors
Royal Bank of Canada
AE Wealth Management
Evanson Asset Management
Great Point Wealth Advisors
Telos Capital Management

View all funds holding WisdomTree Intl. SmallCap Div