Elwood & Goetz Wealth Advisory Group, LLC Wisdomtree Tr Intl Small Cap D 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 Intl Small Cap D stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 55,239 shares of DLS stock, worth $3.57 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
55,239
Previous 55,962 1.29%
Holding current value
$3.57 Million
Previous $3.86 Million 10.02%
% of portfolio
0.85%
Previous 0.96%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$62.71 - $68.47 $45,339 - $49,503
-723 Reduced 1.29%
55,239 $3.48 Million
Q3 2024

Oct 23, 2024
SELL
$61.97 - $69.37 $111,669 - $125,004
-1,802 Reduced 3.12%
55,962 $3.86 Million
Q2 2024

Jul 30, 2024
SELL
$62.48 - $66.89 $25,241 - $27,023
-404 Reduced 0.69%
57,764 $3.66 Million
Q1 2024

Apr 22, 2024
SELL
$61.35 - $65.41 $41,043 - $43,759
-669 Reduced 1.14%
58,168 $3.79 Million
Q4 2023

Jan 18, 2024
BUY
$53.89 - $64.06 $15,628 - $18,577
290 Added 0.5%
58,837 $3.76 Million
Q3 2023

Oct 19, 2023
BUY
$57.26 - $62.05 $94,421 - $102,320
1,649 Added 2.9%
58,547 $3.36 Million
Q2 2023

Jul 28, 2023
SELL
$58.34 - $62.61 $18,960 - $20,348
-325 Reduced 0.57%
56,898 $3.38 Million
Q1 2023

Apr 19, 2023
BUY
$58.15 - $63.87 $39,309 - $43,176
676 Added 1.2%
57,223 $3.49 Million
Q4 2022

Jan 27, 2023
BUY
$50.78 - $59.46 $30,925 - $36,211
609 Added 1.09%
56,547 $3.28 Million
Q3 2022

Oct 28, 2022
BUY
$51.06 - $62.46 $132,143 - $161,646
2,588 Added 4.85%
55,938 $2.88 Million
Q2 2022

Aug 11, 2022
SELL
$58.38 - $69.47 $173,797 - $206,812
-2,977 Reduced 5.29%
53,350 $3.12 Million
Q1 2022

Apr 15, 2022
BUY
$64.07 - $74.35 $228,858 - $265,578
3,572 Added 6.77%
56,327 $3.87 Million
Q4 2021

Jan 14, 2022
BUY
$70.11 - $76.05 $122,552 - $132,935
1,748 Added 3.43%
52,755 $3.89 Million
Q3 2021

Oct 18, 2021
BUY
$72.88 - $79.21 $119,231 - $129,587
1,636 Added 3.31%
51,007 $3.79 Million
Q2 2021

Jul 15, 2021
SELL
$73.07 - $77.75 $55,167 - $58,701
-755 Reduced 1.51%
49,371 $3.69 Million
Q1 2021

Apr 15, 2021
SELL
$67.48 - $73.47 $5,398 - $5,877
-80 Reduced 0.16%
50,126 $3.62 Million
Q4 2020

Jan 22, 2021
BUY
$58.19 - $68.24 $200,057 - $234,609
3,438 Added 7.35%
50,206 $3.42 Million
Q3 2020

Oct 13, 2020
SELL
$55.74 - $61.54 $8,583 - $9,477
-154 Reduced 0.33%
46,768 $2.8 Million
Q2 2020

Jul 13, 2020
BUY
$44.96 - $59.68 $87,986 - $116,793
1,957 Added 4.35%
46,922 $2.61 Million
Q1 2020

Apr 30, 2020
BUY
$42.11 - $71.71 $234,089 - $398,635
5,559 Added 14.11%
44,965 $2.16 Million
Q4 2019

Jan 14, 2020
BUY
$62.06 - $71.66 $141,372 - $163,241
2,278 Added 6.14%
39,406 $2.8 Million
Q3 2019

Oct 11, 2019
BUY
$63.1 - $64.95 $953,251 - $981,199
15,107 Added 68.6%
37,128 $2.36 Million
Q2 2019

Jul 08, 2019
BUY
N/A
898 Added 4.25%
22,021 $1.43 Million
Q1 2019

Apr 09, 2019
BUY
N/A
1,639 Added 8.41%
21,123 $1.39 Million
Q4 2018

Feb 07, 2019
BUY
N/A
19,484 New
19,484 $1.18 Million

Others Institutions Holding DLS

# of Institutions
204
Shares Held
5.52M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

DLS Quotes by TradingView
  • Ticker DLS
  • Sector ETFs
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More about DLS
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