Betterment LLC Wisdomtree U.S. Largecap Fund Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Betterment LLC holds 53,647 shares of EPS stock, worth $3.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

53,647

Previous 26,231 104.52%

Holding current value

$3.39 Million

Previous $1.49 Million 115.82%

% of portfolio

0.01%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

133

Shares Held

11.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

More about EPS

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