Betterment LLC Wisdomtree U.S. Largecap Fund Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Betterment LLC holds 51,143 shares of EPS stock, worth $3.36 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

51,143

Previous 48,923 4.54%

Holding current value

$3.36 Million

Previous $2.99 Million 1.3%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$58.38 - $64.16 $129,603 - $142,435	2,220 Added 4.54%	51,143 $3.03 Million
Q4 2024 Feb 14, 2025	SELL	$59.58 - $63.93 $281,455 - $302,005	-4,724 Reduced 8.81%	48,923 $2.99 Million
Q3 2024 Nov 14, 2024	BUY	$54.33 - $60.04 $1.49 Million - $1.65 Million	27,416 Added 104.52%	53,647 $3.22 Million
Q2 2024 Aug 14, 2024	BUY	$52.92 - $56.98 $23,814 - $25,641	450 Added 1.75%	26,231 $1.49 Million
Q1 2024 May 10, 2024	SELL	$49.46 - $55.4 $28,637 - $32,076	-579 Reduced 2.2%	25,781 $1.43 Million
Q4 2023 Feb 09, 2024	SELL	$43.69 - $50.33 $65,535 - $75,495	-1,500 Reduced 5.38%	26,360 $1.32 Million
Q3 2023 Nov 09, 2023	BUY	$45.54 - $48.62 $11,703 - $12,495	257 Added 0.93%	27,860 $1.27 Million
Q2 2023 Aug 07, 2023	SELL	$43.03 - $46.8 $105,724 - $114,987	-2,457 Reduced 8.17%	27,603 $1.29 Million
Q1 2023 May 15, 2023	BUY	$41.41 - $45.19 $37,434 - $40,851	904 Added 3.1%	30,060 $1.31 Million
Q4 2022 Feb 13, 2023	BUY	$38.5 - $44.12 $94,556 - $108,358	2,456 Added 9.2%	29,156 $1.21 Million
Q2 2022 Aug 10, 2022	BUY	$39.74 - $48.71 $206,171 - $252,707	5,188 Added 24.12%	26,700 $1.09 Million
Q1 2022 May 16, 2022	BUY	$44.93 - $50.92 $460,622 - $522,031	10,252 Added 91.05%	21,512 $1.04 Million
Q4 2021 Feb 15, 2022	BUY	$45.99 - $50.68 $517,847 - $570,656	11,260 New	11,260 $567,000

Others Institutions Holding EPS

# of Institutions

159

Shares Held

14.3M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
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