Wisdomtree Tr cmn shares owned by Betterment
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Betterment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr cmn by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 190k | 37.94 |
| 2025-06-30 | $6.5M | 188k | 34.48 |
| 2025-03-31 | $6.0M | 193k | 30.87 |
| 2024-12-31 | $5.6M | 183k | 30.48 |
| 2024-09-30 | $5.6M | 170k | 33.03 |
| 2024-06-30 | $5.2M | 170k | 30.63 |
| 2024-03-31 | $4.9M | 167k | 29.46 |
| 2023-12-31 | $4.4M | 152k | 28.88 |
| 2023-09-30 | $3.9M | 146k | 26.67 |
| 2023-06-30 | $3.9M | 138k | 27.95 |
| 2023-03-31 | $3.5M | 125k | 27.84 |
| 2022-12-31 | $3.3M | 122k | 26.68 |
| 2022-09-30 | $3.3M | 113k | 28.68 |
| 2022-06-30 | $3.3M | 113k | 28.68 |
| 2022-03-31 | $3.2M | 97k | 32.66 |
| 2021-12-31 | $445k | 12k | 36.88 |