Congress Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
56,332
-958
| -2% | -$78.7K | 0.04% | 399 |
|
|
2025
Q1 | $4.55M | Sell |
57,290
-3,809
| -6% | -$302K | 0.05% | 344 |
|
|
2024
Q4 | $4.75M | Buy |
61,099
+2,536
| +4% | +$197K | 0.07% | 290 |
|
|
2024
Q3 | $4.6M | Hold |
58,563
| – | – | 0.06% | 304 |
|
|
2024
Q2 | $4.26M | Sell |
58,563
-1,288
| -2% | -$93.7K | 0.07% | 264 |
|
|
2024
Q1 | $4.32M | Sell |
59,851
-3,635
| -6% | -$262K | 0.07% | 243 |
|
|
2023
Q4 | $4.21M | Buy |
63,486
+4,126
| +7% | +$274K | 0.08% | 241 |
|
|
2023
Q3 | $3.65M | Buy |
59,360
+1,387
| +2% | +$85.3K | 0.08% | 248 |
|
|
2023
Q2 | $3.69M | Sell |
57,973
-3,381
| -6% | -$215K | 0.09% | 222 |
|
|
2023
Q1 | $3.8M | Buy |
61,354
+3,181
| +5% | +$197K | 0.09% | 209 |
|
|
2022
Q4 | $3.6M | Buy |
58,173
+174
| +0.3% | +$10.8K | 0.09% | 210 |
|
|
2022
Q3 | $3.21M | Sell |
57,999
-1,403
| -2% | -$77.5K | 0.09% | 223 |
|
|
2022
Q2 | $3.51M | Sell |
59,402
-5,478
| -8% | -$324K | 0.09% | 222 |
|
|
2022
Q1 | $4.26M | Buy |
64,880
+4
| +0% | +$263 | 0.09% | 222 |
|
|
2021
Q4 | $4.28M | Buy |
+64,876
| New | +$4.28M | 0.09% | 241 |
|