WisdomTree LargeCap Value Fund shares owned by Betterment
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $210k | 3.1k | 68.63 |
| 2023-09-30 | $245k | 4.0k | 61.76 |
| 2023-06-30 | $256k | 4.1k | 62.52 |
| 2023-03-31 | $202k | 3.4k | 58.77 |
| 2022-12-31 | $210k | 3.7k | 57.10 |
| 2022-09-30 | $203k | 3.8k | 53.03 |
| 2022-06-30 | $203k | 3.8k | 53.03 |
| 2022-03-31 | $211k | 3.4k | 61.55 |
| 2021-12-31 | $221k | 3.5k | 63.29 |
| 2021-09-30 | $237k | 4.0k | 59.34 |
| 2021-06-30 | $231k | 3.9k | 59.78 |
| 2021-03-31 | $219k | 1.9k | 112.77 |
| 2020-12-31 | $380k | 3.8k | 98.78 |
| 2020-09-30 | $361k | 4.4k | 82.87 |
| 2020-06-30 | $366k | 4.6k | 78.78 |
| 2020-03-31 | $273k | 4.2k | 64.77 |
| 2019-12-31 | $669k | 7.1k | 94.80 |
| 2019-09-30 | $649k | 7.5k | 86.92 |
| 2019-06-30 | $649k | 7.5k | 86.92 |
| 2019-03-31 | $613k | 7.2k | 84.73 |
| 2018-12-31 | $553k | 7.4k | 74.33 |
| 2018-09-30 | $532k | 6.1k | 87.43 |
| 2018-06-30 | $543k | 6.6k | 82.51 |
| 2018-03-31 | $563k | 7.0k | 80.74 |
| 2017-12-31 | $543k | 6.6k | 82.39 |
| 2017-09-30 | $495k | 6.5k | 75.86 |
| 2017-06-30 | $420k | 5.8k | 72.60 |
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