GVAG
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Great Valley Advisor Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Great Valley Advisor Group’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$692K Buy
21,804
+4,683
+27% +$149K 0.02% 524
2025
Q1 		$547K Buy
17,121
+7,228
+73% +$231K 0.01% 573
2024
Q4 		$340K Buy
9,893
+217
+2% +$7.45K 0.01% 669
2024
Q3 		$334K Buy
9,676
+2,476
+34% +$85.4K 0.01% 661
2024
Q2 		$224K Buy
+7,200
New +$224K 0.01% 720