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

Great Valley Advisor Group, Inc.

$4.47 Billion
Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,257 shares of DHS stock, worth $227,347. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,257

Previous 2,400 5.96%

Holding current value

$227,347

Previous $230,000 1.3%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$96.42 - $101.82 $13,788 - $14,560	-143 Reduced 5.96%	2,257 $227,000
Q2 2025 Aug 14, 2025	SELL	$87.71 - $98.37 $261,024 - $292,749	-2,976 Reduced 55.36%	2,400 $230,000
Q1 2025 May 08, 2025	SELL	$91.55 - $99.74 $4.25 Million - $4.63 Million	-46,449 Reduced 89.63%	5,376 $533,000
Q4 2024 Feb 24, 2025	BUY	$92.66 - $100.58 $936,051 - $1.02 Million	10,102 Added 24.21%	51,825 $4.84 Million
Q3 2024 Nov 12, 2024	BUY	$83.9 - $93.83 $2.06 Million - $2.31 Million	24,587 Added 143.48%	41,723 $3.91 Million

Q2 2024 Jul 16, 2024	BUY	$81.94 - $87.24 $179,776 - $191,404	2,194 Added 14.68%	17,136 $1.45 Million
Q1 2024 May 03, 2024	BUY	$79.77 - $86.66 $704,369 - $765,207	8,830 Added 144.47%	14,942 $1.29 Million
Q4 2023 Feb 05, 2024	BUY	$73.7 - $83.0 $450,454 - $507,296	6,112 New	6,112 $502,000

Others Institutions Holding DHS

# of Institutions

266

Shares Held

6.82M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
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Great Valley Advisor Group, Inc. Wisdomtree Tr U.S Transaction History