Wisdomtree Tr shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Wisdomtree Tr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 20k | 57.36 |
| 2025-06-30 | $936k | 18k | 52.55 |
| 2025-03-31 | $766k | 17k | 43.90 |
| 2024-12-31 | $783k | 16k | 49.26 |
| 2024-09-30 | $705k | 16k | 45.63 |
| 2024-06-30 | $638k | 14k | 44.83 |
| 2024-03-31 | $280k | 6.8k | 41.10 |
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