WisdomTree LargeCap Dividend Fund shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 59k | 78.56 |
| 2024-03-31 | $4.3M | 60k | 72.19 |
| 2023-12-31 | $4.2M | 64k | 66.38 |
| 2023-09-30 | $3.7M | 59k | 61.49 |
| 2023-06-30 | $3.7M | 58k | 63.60 |
| 2023-03-31 | $3.8M | 61k | 61.86 |
| 2022-12-31 | $3.6M | 58k | 61.95 |
| 2022-09-30 | $3.2M | 58k | 55.26 |
| 2022-06-30 | $3.5M | 59k | 59.11 |
| 2022-03-31 | $4.3M | 65k | 65.72 |
| 2021-12-31 | $4.3M | 65k | 66.03 |
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