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Wisdomtree Tr fndmtl hgh yld shares owned by Betterment

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl hgh yld (QHY) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Wisdomtree Tr fndmtl hgh yld

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All positions including Wisdomtree Tr fndmtl hgh yld held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr fndmtl hgh yld by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 4.9k 46.58
2025-06-30 $225k 4.9k 46.04
2025-03-31 $205k 4.5k 45.15

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Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
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View all positions for Betterment

Top funds holding Wisdomtree Tr fndmtl hgh yld

CWM
Cetera Investment Advisers
LPL Financial
Goldstone Financial Group
Morgan Stanley
Collaborative Wealth Managment
Private Advisor
Jane Street
Atria Investments
Howard Bailey Securities
Insight Advisors, LLC/ PA
Smartleaf Asset Management
Millington Financial Advisors
Defined Financial Planning
Barnes Wealth Management Group

View all funds holding Wisdomtree Tr fndmtl hgh yld