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

Elwood & Goetz Wealth Advisory Group, LLC

$402 Million
Q3 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 525,795 shares of XSOE stock, worth $16.2 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares

525,795

Previous 499,281 5.31%

Holding current value

$16.2 Million

Previous $15.3 Million 13.57%

% of portfolio

4.32%

Previous 4.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$29.23 - $33.51 $775,004 - $888,484	26,514 Added 5.31%	525,795 $17.4 Million
Q2 2024 Jul 30, 2024	BUY	$28.28 - $31.13 $634,546 - $698,494	22,438 Added 4.71%	499,281 $15.3 Million
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	$23.78 - $27.77 $1.81 Million - $2.12 Million	76,222 Added 23.84%	395,880 $10.6 Million
Q3 2022 Oct 28, 2022	BUY	$24.62 - $29.39 $408,421 - $487,550	16,589 Added 5.47%	319,658 $7.87 Million
Q2 2022 Aug 11, 2022	BUY	$28.19 - $33.79 $175,031 - $209,802	6,209 Added 2.09%	303,069 $8.69 Million
Q1 2022 Apr 15, 2022	BUY	$30.13 - $38.07 $378,191 - $477,854	12,552 Added 4.41%	296,860 $9.7 Million
Q4 2021 Jan 14, 2022	BUY	$35.7 - $39.01 $1.04 Million - $1.14 Million	29,259 Added 11.47%	284,308 $10.5 Million
Q3 2021 Oct 18, 2021	BUY	$37.03 - $41.81 $1 Million - $1.13 Million	27,125 Added 11.9%	255,049 $9.52 Million
Q2 2021 Jul 15, 2021	BUY	$39.26 - $42.54 $779,271 - $844,376	19,849 Added 9.54%	227,924 $9.59 Million
Q1 2021 Apr 15, 2021	BUY	$39.62 - $45.05 $694,617 - $789,816	17,532 Added 9.2%	208,075 $8.47 Million
Q4 2020 Jan 22, 2021	BUY	$33.67 - $39.76 $803,837 - $949,230	23,874 Added 14.32%	190,543 $7.56 Million
Q3 2020 Oct 13, 2020	BUY	$30.26 - $34.75 $5.04 Million - $5.79 Million	166,669 New	166,669 $5.61 Million

Others Institutions Holding XSOE

# of Institutions

242

Shares Held

40.5M

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