Elwood & Goetz Wealth Advisory Group, LLC Wisdomtree Tr Intl Small Cap D 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 Intl Small Cap D stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 55,962 shares of DLS stock, worth $3.56 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
55,962
Previous 57,764 3.12%
Holding current value
$3.56 Million
Previous $3.66 Million 5.46%
% of portfolio
0.96%
Previous 1.04%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
204
Shares Held
5.32M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

DLS Quotes by TradingView
  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
Track This Portfolio

Track Elwood & Goetz Wealth Advisory Group, LLC Portfolio

Follow Elwood & Goetz Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email