Great Valley Advisor Group, Inc. Wisdomtree Tr U.S Largecap Div 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 Largecap Div stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 888,083 shares of DLN stock, worth $70.5 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

888,083

Previous 786,526 12.91%

Holding current value

$70.5 Million

Previous $57.2 Million 21.93%

% of portfolio

1.82%

Previous 1.66%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$71.86 - $78.56 $7.3 Million - $7.98 Million	101,557 Added 12.91%	888,083 $69.8 Million
Q2 2024 Jul 16, 2024	BUY	$68.68 - $73.31 $4.26 Million - $4.55 Million	62,015 Added 8.56%	786,526 $57.2 Million
Q1 2024 May 03, 2024	SELL	$65.84 - $72.19 $199,100 - $218,302	-3,024 Reduced 0.42%	724,511 $52.3 Million
Q4 2023 Feb 05, 2024	BUY	$58.89 - $66.53 $1.18 Million - $1.33 Million	20,005 Added 2.83%	727,535 $48.3 Million
Q3 2023 Nov 06, 2023	BUY	$61.47 - $65.66 $774,522 - $827,316	12,600 Added 1.81%	707,530 $43.5 Million
Q2 2023 Aug 10, 2023	BUY	$60.35 - $63.6 $11.5 Million - $12.2 Million	191,208 Added 37.96%	694,930 $44.2 Million
Q1 2023 May 02, 2023	BUY	$59.37 - $64.16 $1.65 Million - $1.78 Million	27,729 Added 5.83%	503,722 $31.2 Million
Q4 2022 Jan 31, 2023	BUY	$55.78 - $64.63 $2.62 Million - $3.04 Million	47,003 Added 10.96%	475,993 $29.5 Million
Q3 2022 Oct 21, 2022	BUY	$55.26 - $64.34 $3.85 Million - $4.48 Million	69,608 Added 19.37%	428,990 $23.7 Million
Q2 2022 Jul 19, 2022	BUY	$57.22 - $66.91 $7.09 Million - $8.29 Million	123,900 Added 52.62%	359,382 $21.2 Million
Q1 2022 Apr 20, 2022	BUY	$62.31 - $66.73 $1.49 Million - $1.6 Million	23,961 Added 11.33%	235,482 $15.5 Million
Q4 2021 Feb 10, 2022	BUY	$59.87 - $66.15 $3.63 Million - $4.01 Million	60,668 Added 40.22%	211,521 $14.4 Million
Q3 2021 Oct 14, 2021	BUY	$59.65 - $63.08 $3.25 Million - $3.44 Million	54,517 Added 56.59%	150,853 $18 Million
Q2 2021 Jul 27, 2021	BUY	$57.63 - $60.69 $1.51 Million - $1.59 Million	26,160 Added 37.28%	96,336 $11.6 Million
Q1 2021 Apr 20, 2021	BUY	$53.02 - $57.62 $2.33 Million - $2.54 Million	43,999 Added 168.08%	70,176 $8.05 Million
Q4 2020 Jan 29, 2021	BUY	$46.78 - $53.75 $333,728 - $383,452	7,134 Added 37.46%	26,177 $2.81 Million
Q3 2020 Oct 21, 2020	BUY	$46.22 - $51.04 $704,716 - $778,206	15,247 Added 401.66%	19,043 $1.85 Million
Q2 2020 Jul 31, 2020	BUY	$38.73 - $49.8 $147,019 - $189,040	3,796 New	3,796 $353,000

Others Institutions Holding DLN

# of Institutions

405

Shares Held

36.4M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

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Great Valley Advisor Group, Inc. Wisdomtree Tr U.S Largecap Div Transaction History