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Congress Wealth Management LLC / DE / »

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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31	$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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