Great Valley Advisor Group, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 17,121 shares of DES stock, worth $533,490. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,121
Previous 9,893 73.06%
Holding current value
$533,490
Previous $339,000 61.36%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$31.63 - $35.22 $228,621 - $254,570
7,228 Added 73.06%
17,121 $547,000
Q4 2024

Feb 24, 2025
BUY
$33.7 - $37.69 $7,312 - $8,178
217 Added 2.24%
9,893 $339,000
Q3 2024

Nov 12, 2024
BUY
$30.61 - $34.92 $75,790 - $86,461
2,476 Added 34.39%
9,676 $333,000
Q2 2024

Jul 16, 2024
BUY
$30.34 - $32.53 $218,448 - $234,216
7,200 New
7,200 $224,000

Others Institutions Holding DES

# of Institutions
368
Shares Held
30.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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