Great Valley Advisor Group, Inc. Wisdomtree Emerging Markets Sm Transaction History

Great Valley Advisor Group, Inc.

$4.07 Billion
Q4 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Emerging Markets Sm stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 246,357 shares of DGS stock, worth $12 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

246,357

Previous 230,290 6.98%

Holding current value

$12 Million

Previous $12.4 Million 2.55%

% of portfolio

0.3%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	BUY	$48.87 - $53.53 $785,194 - $860,066	16,067 Added 6.98%	246,357 $12.1 Million
Q3 2024 Nov 12, 2024	BUY	$48.46 - $54.37 $83,641 - $93,842	1,726 Added 0.76%	230,290 $12.4 Million
Q2 2024 Jul 16, 2024	SELL	$49.52 - $53.11 $3.06 Million - $3.28 Million	-61,850 Reduced 21.3%	228,564 $11.8 Million
Q1 2024 May 03, 2024	SELL	$47.45 - $51.31 $873,080 - $944,104	-18,400 Reduced 5.96%	290,414 $14.8 Million
Q4 2023 Feb 05, 2024	BUY	$43.82 - $49.92 $425,054 - $484,224	9,700 Added 3.24%	308,814 $15.4 Million
Q3 2023 Nov 06, 2023	BUY	$46.01 - $49.91 $46,654 - $50,608	1,014 Added 0.34%	299,114 $13.8 Million
Q2 2023 Aug 10, 2023	BUY	$45.15 - $48.6 $308,058 - $331,597	6,823 Added 2.34%	298,100 $13.9 Million
Q1 2023 May 02, 2023	SELL	$43.98 - $47.58 $588,848 - $637,048	-13,389 Reduced 4.39%	291,277 $13.3 Million
Q4 2022 Jan 31, 2023	BUY	$39.34 - $44.97 $1.17 Million - $1.33 Million	29,642 Added 10.78%	304,666 $13.4 Million
Q3 2022 Oct 21, 2022	BUY	$39.82 - $46.22 $11 Million - $12.7 Million	275,024 New	275,024 $11 Million

Others Institutions Holding DGS

# of Institutions

255

Shares Held

25M

Call Options Held

Put Options Held

100

View Full List

About WISDOMTREE EMERGING MARKETS SM

Ticker DGS
Sector ETFs
Industry ETFs

More about DGS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Wisdomtree Emerging Markets Sm Transaction History