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

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 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 58,563 shares of DLN stock, worth $4.58 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
58,563
Previous 58,563 -0.0%
Holding current value
$4.58 Million
Previous $4.26 Million 7.98%
% of portfolio
0.06%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
405
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

DLN Quotes by TradingView
  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
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