Congress Wealth Management’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
52,434
-1,946
| -4% | -$116K | 0.03% | 482 |
|
|
2025
Q1 | $2.99M | Sell |
54,380
-8,049
| -13% | -$443K | 0.04% | 415 |
|
|
2024
Q4 | $3.09M | Buy |
62,429
+1,989
| +3% | +$98.3K | 0.04% | 351 |
|
|
2024
Q3 | $3.26M | Buy |
60,440
+400
| +0.7% | +$21.6K | 0.04% | 358 |
|
|
2024
Q2 | $3.05M | Hold |
60,040
| – | – | 0.05% | 302 |
|
|
2024
Q1 | $3.1M | Sell |
60,040
-2,002
| -3% | -$104K | 0.05% | 272 |
|
|
2023
Q4 | $3.06M | Buy |
62,042
+8,581
| +16% | +$423K | 0.06% | 271 |
|
|
2023
Q3 | $2.44M | Buy |
53,461
+8,000
| +18% | +$365K | 0.05% | 279 |
|
|
2023
Q2 | $2.14M | Sell |
45,461
-2,113
| -4% | -$99.7K | 0.05% | 251 |
|
|
2023
Q1 | $2.22M | Buy |
47,574
+2,328
| +5% | +$109K | 0.05% | 255 |
|
|
2022
Q4 | $1.99M | Buy |
45,246
+43
| +0.1% | +$1.89K | 0.05% | 260 |
|
|
2022
Q3 | $1.69M | Sell |
45,203
-1,200
| -3% | -$44.9K | 0.05% | 285 |
|
|
2022
Q2 | $1.94M | Sell |
46,403
-1,963
| -4% | -$82.1K | 0.05% | 277 |
|
|
2022
Q1 | $2.35M | Buy |
48,366
+406
| +0.8% | +$19.7K | 0.05% | 284 |
|
|
2021
Q4 | $2.37M | Buy |
+47,960
| New | +$2.37M | 0.05% | 289 |
|