Elm3 Financial Group, LLC WISDOMTREE TR Transaction History

Elm3 Financial Group, LLC

  • $120 Billion
  • Q2 2025
Number of Shares
9,009
Previous 12,771 29.46%
Holding current value
$473 Million
Previous $561 Million 15.56%
% of portfolio
0.39%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-3,762 Reduced 29.46%
9,009 $473 Million
Q1 2025

May 06, 2025
SELL
N/A
-8,636 Reduced 40.34%
12,771 $561 Million
Q4 2024

Jan 27, 2025
BUY
N/A
21,407 New
21,407 $1.05 Billion
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