Betterment LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Betterment LLC holds 2,916 shares of WTV stock, worth $235,875. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,916

Previous 3,065 4.86%

Holding current value

$235,875

Previous $245,000 0.82%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$79.95 - $89.42 $11,912 - $13,323	-149 Reduced 4.86%	2,916 $243,000
Q3 2024 Nov 14, 2024	BUY	$71.31 - $80.0 $927 - $1,040	13 Added 0.43%	3,065 $245,000
Q2 2024 Aug 14, 2024	SELL	$70.89 - $75.25 $5,600 - $5,944	-79 Reduced 2.52%	3,052 $223,000
Q1 2024 May 10, 2024	BUY	$67.26 - $75.6 $4,775 - $5,367	71 Added 2.32%	3,131 $236,000
Q4 2023 Feb 09, 2024	SELL	$58.23 - $69.0 $52,814 - $62,583	-907 Reduced 22.86%	3,060 $209,000
Q3 2023 Nov 09, 2023	SELL	$61.07 - $65.29 $7,816 - $8,357	-128 Reduced 3.13%	3,967 $245,000
Q2 2023 Aug 07, 2023	BUY	$56.55 - $62.55 $37,209 - $41,157	658 Added 19.14%	4,095 $256,000
Q1 2023 May 15, 2023	SELL	$55.47 - $64.26 $13,368 - $15,486	-241 Reduced 6.55%	3,437 $202,000
Q4 2022 Feb 13, 2023	SELL	$52.5 - $60.43 $7,875 - $9,064	-150 Reduced 3.92%	3,678 $210,000
Q2 2022 Aug 10, 2022	BUY	$52.19 - $63.1 $20,876 - $25,240	400 Added 11.67%	3,828 $203,000
Q1 2022 May 16, 2022	SELL	$58.57 - $64.25 $3,748 - $4,112	-64 Reduced 1.83%	3,428 $211,000
Q4 2021 Feb 15, 2022	SELL	$59.59 - $63.49 $29,914 - $31,871	-502 Reduced 12.57%	3,492 $221,000
Q3 2021 Nov 15, 2021	BUY	$58.05 - $62.42 $7,546 - $8,114	130 Added 3.36%	3,994 $237,000
Q2 2021 Aug 10, 2021	BUY	$56.76 - $60.84 $109,092 - $116,934	1,922 Added 98.97%	3,864 $231,000
Q1 2021 Jun 01, 2021	SELL	$48.88 - $57.14 $93,116 - $108,851	-1,905 Reduced 49.52%	1,942 $219,000
Q4 2020 Feb 12, 2021	SELL	$41.09 - $49.63 $20,914 - $25,261	-509 Reduced 11.69%	3,847 $380,000
Q3 2020 Nov 10, 2020	SELL	$38.64 - $43.66 $11,205 - $12,661	-290 Reduced 6.24%	4,356 $361,000
Q2 2020 Aug 11, 2020	BUY	$30.66 - $43.35 $13,214 - $18,683	431 Added 10.23%	4,646 $366,000
Q1 2020 May 14, 2020	SELL	$27.81 - $48.1 $79,036 - $136,700	-2,842 Reduced 40.27%	4,215 $273,000
Q4 2019 Jan 31, 2020	SELL	$42.19 - $47.83 $17,297 - $19,610	-410 Reduced 5.49%	7,057 $669,000
Q2 2019 Aug 14, 2019	BUY	N/A	232 Added 3.21%	7,467 $649,000
Q1 2019 Apr 11, 2019	SELL	N/A	-205 Reduced 2.76%	7,235 $613,000
Q4 2018 Feb 06, 2019	BUY	N/A	1,355 Added 22.27%	7,440 $553,000
Q3 2018 Nov 14, 2018	SELL	N/A	-496 Reduced 7.54%	6,085 $532,000
Q2 2018 Aug 13, 2018	SELL	N/A	-392 Reduced 5.62%	6,581 $543,000
Q1 2018 May 14, 2018	BUY	N/A	382 Added 5.8%	6,973 $563,000
Q4 2017 Feb 14, 2018	BUY	N/A	66 Added 1.01%	6,591 $543,000
Q3 2017 Nov 17, 2017	BUY	N/A	740 Added 12.79%	6,525 $495,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,785	5,785 $420,000

Others Institutions Holding WTV

# of Institutions

107

Shares Held

4.84M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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