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

Elwood & Goetz Wealth Advisory Group, LLC

$412 Million
Q1 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 476,843 shares of XSOE stock, worth $14.6 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

476,843

Previous 444,536 7.27%

Holding current value

$14.6 Million

Previous $12.8 Million 9.42%

% of portfolio

3.41%

Previous 2.71%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$27.04 - $29.77 $873,581 - $961,779	32,307 Added 7.27%	476,843 $14 Million
Q4 2023 Jan 18, 2024	BUY	$25.6 - $28.88 $412,876 - $465,776	16,128 Added 3.76%	444,536 $12.8 Million
Q3 2023 Oct 19, 2023	SELL	$26.52 - $29.84 $659,207 - $741,732	-24,857 Reduced 5.48%	428,408 $11.4 Million
Q2 2023 Jul 28, 2023	BUY	$26.67 - $29.16 $389,675 - $426,056	14,611 Added 3.33%	453,265 $12.7 Million
Q1 2023 Apr 19, 2023	BUY	$26.2 - $30.06 $1.12 Million - $1.29 Million	42,774 Added 10.8%	438,654 $12.2 Million

Q4 2022 Jan 27, 2023	BUY	$24.26 - $27.77 $1.85 Million - $2.12 Million	76,222 Added 23.84%	395,880 $10.6 Million
Q3 2022 Oct 28, 2022	BUY	N/A	16,589 Added 5.47%	319,658 $7.87 Million
Q2 2022 Aug 11, 2022	BUY	N/A	6,209 Added 2.09%	303,069 $8.69 Million
Q1 2022 Apr 15, 2022	BUY	N/A	12,552 Added 4.41%	296,860 $9.7 Million
Q4 2021 Jan 14, 2022	BUY	N/A	29,259 Added 11.47%	284,308 $10.5 Million
Q3 2021 Oct 18, 2021	BUY	N/A	27,125 Added 11.9%	255,049 $9.52 Million
Q2 2021 Jul 15, 2021	BUY	N/A	19,849 Added 9.54%	227,924 $9.59 Million
Q1 2021 Apr 15, 2021	BUY	N/A	17,532 Added 9.2%	208,075 $8.47 Million
Q4 2020 Jan 22, 2021	BUY	N/A	23,874 Added 14.32%	190,543 $7.56 Million
Q3 2020 Oct 13, 2020	BUY	N/A	166,669 New	166,669 $5.61 Million

Others Institutions Holding XSOE

# of Institutions

250

Shares Held

44.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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