Betterment LLC Wisdomtree Tr Intl Small Cap D Transaction History

Betterment LLC

$38.6 Billion
Q2 2024

A detailed history of Betterment LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Betterment LLC holds 12,749 shares of DLS stock, worth $879,553. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,749

Previous 12,092 5.43%

Holding current value

$879,553

Previous $788,000 2.66%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$62.48 - $66.89 $41,049 - $43,946	657 Added 5.43%	12,749 $809,000
Q1 2024 May 10, 2024	BUY	$61.35 - $65.41 $28,527 - $30,415	465 Added 4.0%	12,092 $788,000
Q4 2023 Feb 09, 2024	SELL	$53.89 - $64.06 $29,477 - $35,040	-547 Reduced 4.49%	11,627 $742,000
Q3 2023 Nov 09, 2023	BUY	$57.26 - $62.05 $34,928 - $37,850	610 Added 5.27%	12,174 $699,000
Q2 2023 Aug 07, 2023	SELL	$58.34 - $62.61 $17,852 - $19,158	-306 Reduced 2.58%	11,564 $688,000
Q1 2023 May 15, 2023	SELL	$58.15 - $63.87 $29,889 - $32,829	-514 Reduced 4.15%	11,870 $723,000
Q4 2022 Feb 13, 2023	BUY	$50.78 - $59.46 $65,201 - $76,346	1,284 Added 11.57%	12,384 $718,000
Q2 2022 Aug 10, 2022	BUY	$58.38 - $69.47 $102,807 - $122,336	1,761 Added 18.86%	11,100 $648,000
Q1 2022 May 16, 2022	BUY	$64.07 - $74.35 $351,744 - $408,181	5,490 Added 142.63%	9,339 $641,000
Q4 2021 Feb 15, 2022	BUY	$70.11 - $76.05 $269,853 - $292,716	3,849 New	3,849 $283,000

Others Institutions Holding DLS

# of Institutions

217

Shares Held

6.52M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
Sector ETFs
Industry ETFs

More about DLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account