Betterment »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Betterment

Quarter filed Position value Share count Share price at filing
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