Great Valley Advisor Group, Inc. Wisdomtree Tr U.S Total Divide Transaction History

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 6,007 shares of DTD stock, worth $469,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,007

Previous 8,136 26.17%

Holding current value

$469,807

Previous $576,000 20.14%

% of portfolio

0.01%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$70.02 - $76.68 $149,072 - $163,251	-2,129 Reduced 26.17%	6,007 $460,000
Q2 2024 Jul 16, 2024	BUY	$67.07 - $71.45 $3,018 - $3,215	45 Added 0.56%	8,136 $576,000
Q1 2024 May 03, 2024	BUY	$64.49 - $70.72 $61,781 - $67,749	958 Added 13.43%	8,091 $572,000
Q4 2023 Feb 05, 2024	BUY	$57.51 - $65.5 $410,218 - $467,211	7,133 New	7,133 $466,000
Q3 2022 Oct 21, 2022	SELL	$54.26 - $63.28 $970,657 - $1.13 Million	-17,889 Reduced 70.45%	7,504 $407,000
Q2 2022 Jul 19, 2022	SELL	$56.16 - $65.68 $274,173 - $320,649	-4,882 Reduced 16.13%	25,393 $1.47 Million
Q1 2022 Apr 20, 2022	SELL	$61.31 - $65.53 $1.03 Million - $1.1 Million	-16,828 Reduced 35.73%	30,275 $1.96 Million
Q4 2021 Feb 10, 2022	BUY	$59.03 - $64.77 $1.39 Million - $1.52 Million	23,541 Added 99.91%	47,103 $3.05 Million
Q3 2021 Oct 14, 2021	SELL	$58.71 - $61.95 $117,302 - $123,776	-1,998 Reduced 7.82%	23,562 $2.77 Million
Q2 2021 Jul 27, 2021	SELL	$56.89 - $59.98 $13,141 - $13,855	-231 Reduced 0.9%	25,560 $3.03 Million
Q1 2021 Apr 20, 2021	SELL	$51.81 - $56.75 $19,428 - $21,281	-375 Reduced 1.43%	25,791 $2.92 Million
Q4 2020 Jan 29, 2021	BUY	$45.34 - $52.5 $62,705 - $72,607	1,383 Added 5.58%	26,166 $2.74 Million
Q3 2020 Oct 21, 2020	BUY	$44.65 - $49.39 $24,021 - $26,571	538 Added 2.22%	24,783 $2.33 Million
Q2 2020 Jul 31, 2020	BUY	$37.48 - $48.65 $908,702 - $1.18 Million	24,245 New	24,245 $2.19 Million
Q1 2019 Apr 26, 2019	SELL	N/A	-13,936 Closed	0 $0
Q4 2018 Apr 11, 2019	BUY	N/A	13,936 New	13,936 $536,000

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Great Valley Advisor Group, Inc. Wisdomtree Tr U.S Total Divide Transaction History