Elwood & Goetz Wealth Advisory Group, LLC Wisdomtree Tr Emerging Mkts Ex 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 Ex stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 550,324 shares of XSOE stock, worth $16.8 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

550,324

Previous 525,795 4.67%

Holding current value

$16.8 Million

Previous $17.4 Million 3.42%

% of portfolio

4.11%

Previous 4.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$30.48 - $34.2 $747,643 - $838,891	24,529 Added 4.67%	550,324 $16.8 Million
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

253

Shares Held

35.1M

Call Options Held

1.8K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

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 Emerging Mkts Ex Transaction History