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WisdomTree SmallCap Earnings Fund shares owned by Betterment

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in WisdomTree SmallCap Earnings Fund

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All positions including WisdomTree SmallCap Earnings Fund held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Betterment

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$417k	7.9k	52.70
2024-06-30	$378k	8.0k	47.16
2024-03-31	$375k	7.5k	50.18
2023-12-31	$373k	7.5k	49.88
2023-09-30	$339k	7.8k	43.26
2023-06-30	$343k	7.7k	44.84
2023-03-31	$335k	7.7k	43.28
2022-12-31	$327k	7.7k	42.54
2022-09-30	$285k	6.9k	41.17
2022-06-30	$285k	6.9k	41.17
2022-03-31	$270k	5.6k	47.91

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View all positions for Betterment

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation

UBS Group

Ameriprise Financial

Cetera Investment Advisers

LPL Financial

Savant Capital Management

Shore Point Advisors

Global Retirement Partners

Linscomb & Williams

Kathleen S. Wright Associates

Commonwealth Equity Services

Invenio Wealth Partners

Envestnet Asset Management

Royal Bank of Canada

9258 Wealth Management

View all funds holding WisdomTree SmallCap Earnings Fund

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