Betterment LLC Wisdomtree U.S. Smallcap Fund Transaction History

Betterment LLC

$47 Billion
Q2 2025

A detailed history of Betterment LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Betterment LLC holds 9,443 shares of EES stock, worth $522,292. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,443

Previous 8,600 9.8%

Holding current value

$522,292

Previous $420,000 14.52%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$42.54 - $50.99 $35,861 - $42,984	843 Added 9.8%	9,443 $481,000
Q1 2025 May 15, 2025	BUY	$48.37 - $55.84 $50,546 - $58,352	1,045 Added 13.83%	8,600 $420,000
Q4 2024 Feb 14, 2025	SELL	$51.33 - $58.78 $18,324 - $20,984	-357 Reduced 4.51%	7,555 $407,000
Q3 2024 Nov 14, 2024	SELL	$46.45 - $53.68 $4,784 - $5,529	-103 Reduced 1.29%	7,912 $417,000
Q2 2024 Aug 14, 2024	BUY	$45.98 - $49.63 $24,921 - $26,899	542 Added 7.25%	8,015 $378,000
Q1 2024 May 10, 2024	SELL	$46.41 - $50.12 $232 - $250	-5 Reduced 0.07%	7,473 $374,000
Q4 2023 Feb 09, 2024	SELL	$40.06 - $50.69 $14,341 - $18,147	-358 Reduced 4.57%	7,478 $372,000
Q3 2023 Nov 09, 2023	BUY	$42.52 - $48.12 $7,908 - $8,950	186 Added 2.43%	7,836 $339,000
Q2 2023 Aug 07, 2023	SELL	$40.17 - $45.19 $3,655 - $4,112	-91 Reduced 1.18%	7,650 $343,000
Q1 2023 May 15, 2023	BUY	$41.46 - $49.11 $2,280 - $2,701	55 Added 0.72%	7,741 $335,000
Q4 2022 Feb 13, 2023	BUY	$40.17 - $45.87 $30,689 - $35,044	764 Added 11.04%	7,686 $327,000
Q2 2022 Aug 10, 2022	BUY	$40.36 - $48.23 $51,943 - $62,072	1,287 Added 22.84%	6,922 $285,000
Q1 2022 May 16, 2022	BUY	$46.51 - $52.43 $262,083 - $295,443	5,635 New	5,635 $270,000

Others Institutions Holding EES

# of Institutions

155

Shares Held

7.25M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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