Great Valley Advisor Group, Inc. Wisdomtree Tr Us Multifactor F Transaction History

Great Valley Advisor Group, Inc.

$4.13 Billion
Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 490,480 shares of USMF stock, worth $25 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

490,480

Previous 458,373 7.0%

Holding current value

$25 Million

Previous $22.8 Million 6.88%

% of portfolio

0.59%

Previous 0.56%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$48.29 - $51.95 $1.55 Million - $1.67 Million	32,107 Added 7.0%	490,480 $24.3 Million
Q4 2024 Feb 24, 2025	SELL	$48.43 - $52.86 $287,480 - $313,776	-5,936 Reduced 1.28%	458,373 $22.8 Million
Q3 2024 Nov 12, 2024	BUY	$44.69 - $48.87 $87,190 - $95,345	1,951 Added 0.42%	464,309 $22.7 Million
Q2 2024 Jul 16, 2024	SELL	$43.93 - $46.44 $1.95 Million - $2.07 Million	-44,476 Reduced 8.78%	462,358 $21 Million
Q1 2024 May 03, 2024	SELL	$41.7 - $46.55 $2.21 Million - $2.47 Million	-53,037 Reduced 9.47%	506,834 $23.6 Million
Q4 2023 Feb 05, 2024	SELL	$36.99 - $42.2 $8.61 Million - $9.82 Million	-232,666 Reduced 29.36%	559,871 $23.5 Million
Q3 2023 Nov 06, 2023	SELL	$38.17 - $39.78 $114,548 - $119,379	-3,001 Reduced 0.38%	792,537 $30.5 Million
Q2 2023 Aug 10, 2023	BUY	$36.45 - $38.77 $750,396 - $798,157	20,587 Added 2.66%	795,538 $30.8 Million
Q1 2023 May 02, 2023	SELL	$35.65 - $39.59 $904,832 - $1 Million	-25,381 Reduced 3.17%	774,951 $29.1 Million
Q4 2022 Jan 31, 2023	SELL	$34.77 - $39.7 $1.96 Million - $2.23 Million	-56,246 Reduced 6.57%	800,332 $30.1 Million
Q3 2022 Oct 21, 2022	BUY	$34.15 - $39.86 $2.57 Million - $3 Million	75,319 Added 9.64%	856,578 $29.3 Million
Q2 2022 Jul 19, 2022	BUY	$35.27 - $41.72 $5.21 Million - $6.17 Million	147,776 Added 23.33%	781,259 $28.3 Million
Q1 2022 Apr 20, 2022	BUY	$38.79 - $42.22 $24.6 Million - $26.7 Million	633,483 New	633,483 $26 Million

Others Institutions Holding USMF

# of Institutions

Shares Held

8.01M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
Sector ETFs
Industry ETFs

More about USMF

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 Tr Us Multifactor F Transaction History