Elwood & Goetz Wealth Advisory Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

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 57,094 shares of DLS stock, worth $3.94 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

57,094

Previous 55,239 3.36%

Holding current value

$3.94 Million

Previous $3.48 Million 8.37%

% of portfolio

0.92%

Previous 0.85%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$61.2 - $68.24 $113,526 - $126,585	1,855 Added 3.36%	57,094 $3.77 Million
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

216

Shares Held

5.52M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
Sector ETFs
Industry ETFs

More about DLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Account

Elwood & Goetz Wealth Advisory Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History