Betterment LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Betterment LLC holds 12,194 shares of DON stock, worth $600,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,194

Previous 12,636 3.5%

Holding current value

$600,310

Previous $646,000 3.87%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$50.53 - $55.55 $22,334 - $24,553	-442 Reduced 3.5%	12,194 $621,000
Q3 2024 Nov 14, 2024	SELL	$46.17 - $51.13 $4,617 - $5,113	-100 Reduced 0.79%	12,636 $646,000
Q2 2024 Aug 14, 2024	BUY	$45.6 - $48.78 $35,294 - $37,755	774 Added 6.47%	12,736 $596,000
Q1 2024 May 10, 2024	SELL	$44.21 - $48.77 $19,761 - $21,800	-447 Reduced 3.6%	11,962 $583,000
Q4 2023 Feb 09, 2024	SELL	$38.7 - $46.0 $21,091 - $25,070	-545 Reduced 4.21%	12,409 $566,000
Q3 2023 Nov 09, 2023	BUY	$40.51 - $44.22 $13,894 - $15,167	343 Added 2.72%	12,954 $530,000
Q2 2023 Aug 07, 2023	SELL	$38.91 - $42.05 $1,011 - $1,093	-26 Reduced 0.21%	12,611 $530,000
Q1 2023 May 15, 2023	BUY	$39.05 - $45.4 $19,368 - $22,518	496 Added 4.09%	12,637 $518,000
Q4 2022 Feb 13, 2023	BUY	$38.62 - $43.71 $24,446 - $27,668	633 Added 5.5%	12,141 $499,000
Q2 2022 Aug 10, 2022	BUY	$38.16 - $45.36 $81,509 - $96,888	2,136 Added 22.79%	11,508 $449,000
Q1 2022 May 16, 2022	BUY	$42.12 - $45.3 $185,370 - $199,365	4,401 Added 88.53%	9,372 $416,000
Q4 2021 Feb 15, 2022	BUY	$41.76 - $45.13 $207,588 - $224,341	4,971 New	4,971 $221,000

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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