Congress Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
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|
2025
Q1 | $4.55M | Sell |
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|
2024
Q4 | $4.75M | Buy |
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|
2024
Q3 | $4.6M | Hold |
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|
2024
Q2 | $4.26M | Sell |
|
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|
2024
Q1 | $4.32M | Sell |
|
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|
2023
Q4 | $4.21M | Buy |
|
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|
2023
Q3 | $3.65M | Buy |
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|
2023
Q2 | $3.69M | Sell |
|
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|
2023
Q1 | $3.8M | Buy |
|
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|
2022
Q4 | $3.6M | Buy |
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|
2022
Q3 | $3.21M | Sell |
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|
2022
Q2 | $3.51M | Sell |
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|
2022
Q1 | $4.26M | Buy |
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|
2021
Q4 | $4.28M | Buy |
|