Betterment LLC Wisdomtree U.S. Smallcap Fund Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Betterment LLC holds 7,555 shares of EES stock, worth $370,874. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,555

Previous 7,912 4.51%

Holding current value

$370,874

Previous $417,000 2.4%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

165

Shares Held

7.89M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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