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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

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

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Quarterly reported holdings in Wisdomtree Tr cmn by Betterment

Quarter filed Position value Share count Share price at filing
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