Elwood & Goetz Wealth Advisory Group, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q4 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 5,569 shares of DEM stock, worth $235,123. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,569

Previous 5,569 -0.0%

Holding current value

$235,123

Previous $245,000 8.16%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$40.93 - $44.6 $6,180 - $6,734	-151 Reduced 2.64%	5,569 $241,000
Q1 2024 Apr 22, 2024	SELL	$38.38 - $42.63 $460 - $511	-12 Reduced 0.21%	5,720 $239,000
Q4 2023 Jan 18, 2024	SELL	$36.36 - $40.7 $26,579 - $29,751	-731 Reduced 11.31%	5,732 $233,000
Q3 2023 Oct 19, 2023	SELL	$37.23 - $40.83 $6,329 - $6,941	-170 Reduced 2.56%	6,463 $242,000
Q2 2023 Jul 28, 2023	SELL	$37.3 - $40.14 $14,211 - $15,293	-381 Reduced 5.43%	6,633 $253,000
Q1 2023 Apr 19, 2023	SELL	$35.59 - $39.4 $28,080 - $31,086	-789 Reduced 10.11%	7,014 $265,000
Q4 2022 Jan 27, 2023	SELL	$32.14 - $37.16 $127,210 - $147,079	-3,958 Reduced 33.65%	7,803 $278,000
Q3 2022 Oct 28, 2022	SELL	$32.43 - $37.99 $38,397 - $44,980	-1,184 Reduced 9.15%	11,761 $383,000
Q2 2022 Aug 11, 2022	SELL	$37.03 - $44.95 $341,935 - $415,068	-9,234 Reduced 41.63%	12,945 $479,000
Q1 2022 Apr 15, 2022	BUY	$40.62 - $47.47 $373,541 - $436,534	9,196 Added 70.83%	22,179 $971,000
Q4 2021 Jan 14, 2022	BUY	$41.71 - $45.09 $2,043 - $2,209	49 Added 0.38%	12,983 $562,000
Q3 2021 Oct 18, 2021	SELL	$43.34 - $45.98 $10,401 - $11,035	-240 Reduced 1.82%	12,934 $564,000
Q2 2021 Jul 15, 2021	SELL	$43.91 - $47.61 $7,859 - $8,522	-179 Reduced 1.34%	13,174 $602,000
Q1 2021 Apr 15, 2021	SELL	$40.61 - $44.6 $88,448 - $97,138	-2,178 Reduced 14.02%	13,353 $592,000
Q4 2020 Jan 22, 2021	SELL	$34.72 - $41.61 $190,022 - $227,731	-5,473 Reduced 26.06%	15,531 $639,000
Q3 2020 Oct 13, 2020	SELL	$34.56 - $38.91 $2.39 Million - $2.7 Million	-69,299 Reduced 76.74%	21,004 $740,000
Q2 2020 Jul 13, 2020	BUY	$31.21 - $38.76 $146,718 - $182,210	4,701 Added 5.49%	90,303 $3.26 Million
Q1 2020 Apr 30, 2020	BUY	$29.04 - $46.68 $110,932 - $178,317	3,820 Added 4.67%	85,602 $2.76 Million
Q4 2019 Jan 14, 2020	BUY	$40.83 - $45.78 $165,116 - $185,134	4,044 Added 5.2%	81,782 $3.74 Million
Q3 2019 Oct 11, 2019	BUY	$41.23 - $43.82 $191,307 - $203,324	4,640 Added 6.35%	77,738 $3.21 Million
Q2 2019 Jul 08, 2019	BUY	N/A	2,890 Added 4.12%	73,098 $3.27 Million
Q1 2019 Apr 09, 2019	BUY	N/A	11,407 Added 19.4%	70,208 $3.08 Million
Q4 2018 Feb 07, 2019	BUY	N/A	58,801 New	58,801 $2.36 Million

Others Institutions Holding DEM

# of Institutions

337

Shares Held

45.9M

Call Options Held

4.9K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS HI

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Elwood & Goetz Wealth Advisory Group, LLC Wisdomtree Tr Emerging Mkts Hi Transaction History