Congress Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Congress Wealth Management LLC holds 61,099 shares of DLN stock, worth $4.9 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

61,099

Previous 58,563 4.33%

Holding current value

$4.9 Million

Previous $4.6 Million 3.3%

% of portfolio

0.07%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$77.23 - $82.11 $195,855 - $208,230	2,536 Added 4.33%	61,099 $4.75 Million
Q2 2024 Aug 13, 2024	SELL	$68.68 - $73.31 $88,459 - $94,423	-1,288 Reduced 2.15%	58,563 $4.26 Million
Q1 2024 Apr 18, 2024	SELL	$65.84 - $72.19 $239,328 - $262,410	-3,635 Reduced 5.73%	59,851 $4.32 Million
Q4 2023 Feb 09, 2024	BUY	$58.89 - $66.53 $242,980 - $274,502	4,126 Added 6.95%	63,486 $4.21 Million
Q3 2023 Oct 30, 2023	BUY	$61.47 - $65.66 $85,258 - $91,070	1,387 Added 2.39%	59,360 $3.65 Million
Q2 2023 Jul 13, 2023	SELL	$60.35 - $63.6 $204,043 - $215,031	-3,381 Reduced 5.51%	57,973 $3.69 Million
Q1 2023 Apr 14, 2023	BUY	$59.37 - $64.16 $188,855 - $204,092	3,181 Added 5.47%	61,354 $3.8 Million
Q4 2022 Feb 02, 2023	BUY	$55.78 - $64.63 $9,705 - $11,245	174 Added 0.3%	58,173 $3.6 Million
Q3 2022 Nov 08, 2022	SELL	$55.26 - $64.34 $77,529 - $90,269	-1,403 Reduced 2.36%	57,999 $3.21 Million
Q2 2022 Aug 11, 2022	SELL	$57.22 - $66.91 $313,451 - $366,532	-5,478 Reduced 8.44%	59,402 $3.51 Million
Q1 2022 May 16, 2022	BUY	$62.31 - $66.73 $249 - $266	4 Added 0.01%	64,880 $4.26 Million
Q4 2021 Feb 04, 2022	BUY	$59.87 - $66.15 $3.88 Million - $4.29 Million	64,876 New	64,876 $4.28 Million

Others Institutions Holding DLN

# of Institutions

437

Shares Held

40M

Call Options Held

3.1K

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Congress Wealth Management LLC Wisdomtree Tr U.S Largecap Div Transaction History