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 8,091 shares of DTD stock, worth $574,703. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,091
Previous 7,133 13.43%
Holding current value
$574,703
Previous $466,000 22.75%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-17,889 Reduced 70.45%
7,504 $407,000
Q2 2022

Jul 19, 2022

SELL
N/A
-4,882 Reduced 16.13%
25,393 $1.47 Million
Q1 2022

Apr 20, 2022

SELL
N/A
-16,828 Reduced 35.73%
30,275 $1.96 Million
Q4 2021

Feb 10, 2022

BUY
N/A
23,541 Added 99.91%
47,103 $3.05 Million
Q3 2021

Oct 14, 2021

SELL
N/A
-1,998 Reduced 7.82%
23,562 $2.77 Million
Q2 2021

Jul 27, 2021

SELL
N/A
-231 Reduced 0.9%
25,560 $3.03 Million
Q1 2021

Apr 20, 2021

SELL
N/A
-375 Reduced 1.43%
25,791 $2.92 Million
Q4 2020

Jan 29, 2021

BUY
N/A
1,383 Added 5.58%
26,166 $2.74 Million
Q3 2020

Oct 21, 2020

BUY
N/A
538 Added 2.22%
24,783 $2.33 Million
Q2 2020

Jul 31, 2020

BUY
N/A
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

About WISDOMTREE TR U.S TOTAL DIVIDE


  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
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