WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 187,586 Value ($000) $7 Avg Close Range
Q3 2025
Shares 190,107 Value ($000) $7 Avg Close Range
Q2 2025
Shares 187,980 Value ($000) $6 Avg Close Range
Q1 2025
Shares 192,882 Value ($000) $6 Avg Close Range
Q4 2024
Shares 182,485 Value ($000) $6 Avg Close Range
Q3 2024
Shares 169,667 Value ($000) $6 Avg Close Range
Q2 2024
Shares 170,106 Value ($000) $5 Avg Close Range
Q1 2024
Shares 167,328 Value ($000) $5 Avg Close Range
Q4 2023
Shares 152,175 Value ($000) $4 Avg Close Range
Q3 2023
Shares 145,450 Value ($000) $4 Avg Close Range
Q2 2023
Shares 138,128 Value ($000) $4 Avg Close Range
Q1 2023
Shares 125,002 Value ($000) $3 Avg Close Range
Q4 2022
Shares 122,280 Value ($000) $3 Avg Close Range
Q3 2022
Shares 113,408 Value ($000) $3,253 Avg Close Range
Q2 2022
Shares 113,408 Value ($000) $3,253 Avg Close Range
Q1 2022
Shares 96,499 Value ($000) $3,152 Avg Close Range
Q4 2021
Shares 12,066 Value ($000) $445 Avg Close Range