Great Valley Advisor Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Great Valley Advisor Group’s Portfolio RESP Stock Details RESP Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$501K	Buy
2023 Q3	$448K	Buy
2023 Q2	$465K	Buy
2023 Q1	$434K	Buy
2022 Q4	$413K	Buy