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	56,332 -958	-2%	-$74.8K	0.04%	399
2025 Q1	$4.55M	Sell	57,290 -3,809	-6%	-$304K	0.05%	344
2024 Q4	$4.75M	Buy	61,099 +2,536	+4%	+$202K	0.07%	290
2024 Q3	$4.6M	Hold	58,563	–	–	0.06%	304
2024 Q2	$4.26M	Sell	58,563 -1,288	-2%	-$91.7K	0.07%	264
2024 Q1	$4.32M	Sell	59,851 -3,635	-6%	-$250K	0.07%	243
2023 Q4	$4.21M	Buy	63,486 +4,126	+7%	+$259K	0.08%	241
2023 Q3	$3.65M	Buy	59,360 +1,387	+2%	+$88.5K	0.08%	248
2023 Q2	$3.69M	Sell	57,973 -3,381	-6%	-$210K	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%	+$10.6K	0.09%	210
2022 Q3	$3.21M	Sell	57,999 -1,403	-2%	-$85.1K	0.09%	223
2022 Q2	$3.51M	Sell	59,402 -5,478	-8%	-$344K	0.09%	222
2022 Q1	$4.26M	Buy	64,880 +4	+0%	+$259	0.09%	222
2021 Q4	$4.28M	Buy	+64,876	New	+$4.1M	0.09%	242