Congress Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.12M	Sell	52,434 -1,946	-4%	-$112K	0.03%	482
2025 Q1	$2.99M	Sell	54,380 -8,049	-13%	-$428K	0.04%	415
2024 Q4	$3.09M	Buy	62,429 +1,989	+3%	+$102K	0.04%	351
2024 Q3	$3.26M	Buy	60,440 +400	+0.7%	+$20.9K	0.04%	358
2024 Q2	$3.05M	Hold	60,040	–	–	0.05%	302
2024 Q1	$3.1M	Sell	60,040 -2,002	-3%	-$99.7K	0.05%	272
2023 Q4	$3.06M	Buy	62,042 +8,581	+16%	+$400K	0.06%	271
2023 Q3	$2.44M	Buy	53,461 +8,000	+18%	+$375K	0.05%	279
2023 Q2	$2.14M	Sell	45,461 -2,113	-4%	-$100K	0.05%	251
2023 Q1	$2.22M	Buy	47,574 +2,328	+5%	+$108K	0.05%	255
2022 Q4	$1.99M	Buy	45,246 +43	+0.1%	+$1.8K	0.05%	260
2022 Q3	$1.69M	Sell	45,203 -1,200	-3%	-$49.6K	0.05%	285
2022 Q2	$1.94M	Sell	46,403 -1,963	-4%	-$90K	0.05%	277
2022 Q1	$2.35M	Buy	48,366 +406	+0.8%	+$19.9K	0.05%	284
2021 Q4	$2.37M	Buy	+47,960	New	+$2.33M	0.05%	291