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 $16.3 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares
525,795
Previous 499,281 5.31%
Holding current value
$16.3 Million
Previous $15.3 Million 13.57%
% of portfolio
4.32%
Previous 4.36%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
248
Shares Held
43.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

XSOE Quotes by TradingView
  • Ticker XSOE
  • Sector ETFs
  • Industry ETFs
More about XSOE
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