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

Great Valley Advisor Group, Inc.

$4.08 Billion
Q2 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 21,804 shares of DES stock, worth $737,193. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,804

Previous 17,121 27.35%

Holding current value

$737,193

Previous $547,000 26.51%

% of portfolio

0.02%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$28.02 - $32.37 $131,217 - $151,588	4,683 Added 27.35%	21,804 $692,000
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

377

Shares Held

31M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

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