Elm3 Financial Group, LLC WISDOMTREE TR Transaction History

Elm3 Financial Group, LLC

  • $122 Billion
  • Q3 2025
Number of Shares
6,241
Previous 9,009 30.72%
Holding current value
$358 Million
Previous $473 Million 24.38%
% of portfolio
0.29%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-2,768 Reduced 30.72%
6,241 $358 Million
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
Track This Portfolio

Track Elm3 Financial Group, LLC Portfolio

Follow Elm3 Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elm3 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elm3 Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email