Elmwood Wealth Management’s Global X Wind Energy ETF WNDY Stock Holding History

Elmwood Wealth Management’s Portfolio WNDY Stock Details WNDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-22,860	Closed	-$372K	–	123
2022 Q3	$372K	Buy	22,860 +670	+3%	+$13.1K	0.19%	92
2022 Q2	$438K	Buy	22,190 +2,525	+13%	+$49.2K	0.25%	90
2022 Q1	$422K	Buy	19,665 +6,950	+55%	+$149K	0.22%	89
2021 Q4	$297K	Buy	+12,715	New	+$309K	0.14%	103

Other funds holding WNDY

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Elmwood Wealth Management's WNDY Position: Q4 2022 in Review

Elmwood Wealth Management sold out of Global X Wind Energy ETF (WNDY) in Q4 2022, closing a stake of 22,860 shares — an estimated $372K sold.

Elmwood Wealth Management first reported a position in WNDY in Q4 2021 and held it in 4 quarters. The position peaked at $438K in Q2 2022. 6 funds tracked by Wall St. Rank hold WNDY as of Q4 2022.

Elmwood Wealth Management reported no remaining Global X Wind Energy ETF position as of Q4 2022 after selling out during the quarter.
Elmwood Wealth Management sold 22,860 Global X Wind Energy ETF shares in Q4 2022, an estimated $372K.
Elmwood Wealth Management first reported a position in Global X Wind Energy ETF in Q4 2021 and held it in 4 quarters.
Elmwood Wealth Management's Global X Wind Energy ETF position peaked at $438K in Q2 2022.
6 funds tracked by Wall St. Rank held Global X Wind Energy ETF as of Q4 2022.

Based on Elmwood Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.