Betterment LLC Wisdomtree U.S. Largecap Fund Transaction History

Betterment LLC

$37.2 Billion
Q1 2024

A detailed history of Betterment LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Betterment LLC holds 25,781 shares of EPS stock, worth $1.49 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

25,781

Previous 26,360 2.2%

Holding current value

$1.49 Million

Previous $1.32 Million 8.1%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$40.69 - $44.12 $99,934 - $108,358	2,456 Added 9.2%	29,156 $1.21 Million
Q2 2022 Aug 10, 2022	BUY	N/A	5,188 Added 24.12%	26,700 $1.09 Million
Q1 2022 May 16, 2022	BUY	N/A	10,252 Added 91.05%	21,512 $1.04 Million
Q4 2021 Feb 15, 2022	BUY	N/A	11,260 New	11,260 $567,000

Others Institutions Holding EPS

# of Institutions

114

Shares Held

9.63M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

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