WISDOMTREE TR

Ticker: DTD CUSIP: 97717W109 Class: US TOTAL DIVIDND

GREAT VALLEY ADVISOR GROUP, INC.'s Holding History (CIK: 0001769897)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,155 Value ($000) $523 Avg Close — Range —
Q3 2025
Shares 6,623 Value ($000) $557 Avg Close — Range —
Q2 2025
Shares 7,513 Value ($000) $598 Avg Close — Range —
Q1 2025
Shares 6,078 Value ($000) $468 Avg Close — Range —
Q4 2024
Shares 6,078 Value ($000) $461 Avg Close — Range —
Q3 2024
Shares 6,007 Value ($000) $461 Avg Close — Range —
Q2 2024
Shares 8,136 Value ($000) $577 Avg Close — Range —
Q1 2024
Shares 8,091 Value ($000) $573 Avg Close — Range —
Q4 2023
Shares 7,133 Value ($000) $466 Avg Close — Range —
Q3 2022
Shares 7,504 Value ($000) $407 Avg Close — Range —
Q2 2022
Shares 25,393 Value ($000) $1,471 Avg Close — Range —
Q1 2022
Shares 30,275 Value ($000) $1,955 Avg Close — Range —
Q4 2021
Shares 47,103 Value ($000) $3,049 Avg Close — Range —
Q3 2021
Shares 23,562 Value ($000) $2,767 Avg Close — Range —
Q2 2021
Shares 25,560 Value ($000) $3,028 Avg Close — Range —
Q1 2021
Shares 25,791 Value ($000) $2,915 Avg Close — Range —
Q4 2020
Shares 26,166 Value ($000) $2,744 Avg Close — Range —
Q3 2020
Shares 24,783 Value ($000) $2,329 Avg Close — Range —
Q2 2020
Shares 24,245 Value ($000) $2,185 Avg Close — Range —
Q4 2018
Shares 13,936 Value ($000) $536 Avg Close — Range —