WISDOMTREE TR

Ticker: DLN CUSIP: 97717W307 Class: US LARGECAP DIVD

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

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

Q4 2025
Shares 1,289,748 Value ($000) $113,601 Avg Close — Range —
Q3 2025
Shares 1,194,827 Value ($000) $103,986 Avg Close — Range —
Q2 2025
Shares 1,174,639 Value ($000) $96,485 Avg Close — Range —
Q1 2025
Shares 1,035,665 Value ($000) $82,200 Avg Close — Range —
Q4 2024
Shares 950,788 Value ($000) $73,962 Avg Close — Range —
Q3 2024
Shares 888,083 Value ($000) $69,768 Avg Close — Range —
Q2 2024
Shares 786,526 Value ($000) $57,220 Avg Close — Range —
Q1 2024
Shares 724,511 Value ($000) $52,303 Avg Close — Range —
Q4 2023
Shares 727,535 Value ($000) $48,294 Avg Close — Range —
Q3 2023
Shares 707,530 Value ($000) $43,506 Avg Close — Range —
Q2 2023
Shares 694,930 Value ($000) $44,197 Avg Close — Range —
Q1 2023
Shares 503,722 Value ($000) $31,161 Avg Close — Range —
Q4 2022
Shares 475,993 Value ($000) $29,488 Avg Close — Range —
Q3 2022
Shares 428,990 Value ($000) $23,706 Avg Close — Range —
Q2 2022
Shares 359,382 Value ($000) $21,239 Avg Close — Range —
Q1 2022
Shares 235,482 Value ($000) $15,479 Avg Close — Range —
Q4 2021
Shares 211,521 Value ($000) $14,398 Avg Close — Range —
Q3 2021
Shares 150,853 Value ($000) $17,996 Avg Close — Range —
Q2 2021
Shares 96,336 Value ($000) $11,559 Avg Close — Range —
Q1 2021
Shares 70,176 Value ($000) $8,048 Avg Close — Range —
Q4 2020
Shares 26,177 Value ($000) $2,814 Avg Close — Range —
Q3 2020
Shares 19,043 Value ($000) $1,848 Avg Close — Range —
Q2 2020
Shares 3,796 Value ($000) $353 Avg Close — Range —