Elm3 Financial Group, LLC WISDOMTREE TR Transaction History

Elm3 Financial Group, LLC

  • $114 Billion
  • Q1 2025
Number of Shares
12,771
Previous 21,407 40.34%
Holding current value
$561 Million
Previous $1.05 Billion 46.83%
% of portfolio
0.49%
Previous 0.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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