Great Valley Advisor Group, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$26.2 - $30.06 $3.8 Million - $4.36 Million	144,911 Added 42.68%	484,420 $13.5 Million
Q4 2022 Jan 31, 2023	BUY	$23.78 - $27.77 $719,582 - $840,320	30,260 Added 9.78%	339,509 $9.06 Million
Q3 2022 Oct 21, 2022	BUY	$24.62 - $29.39 $1.57 Million - $1.88 Million	63,913 Added 26.05%	309,249 $7.61 Million
Q2 2022 Jul 19, 2022	BUY	$28.19 - $33.79 $937,007 - $1.12 Million	33,239 Added 15.67%	245,336 $7.04 Million
Q1 2022 Apr 20, 2022	BUY	$30.13 - $38.07 $1.54 Million - $1.95 Million	51,147 Added 31.78%	212,097 $6.97 Million
Q4 2021 Feb 10, 2022	SELL	$35.7 - $39.01 $120,380 - $131,541	-3,372 Reduced 2.05%	160,950 $5.94 Million
Q3 2021 Oct 14, 2021	BUY	$37.03 - $41.81 $3.16 Million - $3.56 Million	85,266 Added 107.86%	164,322 $6.13 Million
Q2 2021 Jul 27, 2021	BUY	$39.26 - $42.54 $3.1 Million - $3.36 Million	79,056 New	79,056 $3.33 Million

Others Institutions Holding XSOE

# of Institutions

246

Shares Held

43.4M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$118 Million
2.16% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$105 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

2.43M
Shares

$75.2 Million
4.07% of portfolio
Jane Street Group, LLC New York, NY

2.06M
Shares

$63.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.03M
Shares

$62.9 Million
0.01% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

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