Elwood & Goetz Wealth Advisory Group, LLC XSOE Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary
As of 2025-06-30, Elwood & Goetz Wealth Advisory Group, LLC held 570,881.00 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling $19.68 Mil. This investment constitutes 4.25% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 1.05% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.
The initial trade took place in 2021Q2. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 16 purchases of XSOE, at an average price of $34.37, for a total of 595,738.00 shares. In addition, there have been 1 sales at an average price of $28.11 for 24,857.00 shares. Based on historical transaction data and XSOE's current price of $35.02, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his XSOE holdings is $218,052.51, reflecting a 1.07% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC XSOE ($35.02) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC XSOE ($35.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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