Congress Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Congress Wealth Management LLC holds 62,429 shares of DOL stock, worth $3.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

62,429

Previous 60,440 3.29%

Holding current value

$3.48 Million

Previous $3.26 Million 5.37%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$49.25 - $53.57 $97,958 - $106,550	1,989 Added 3.29%	62,429 $3.09 Million
Q3 2024 Nov 12, 2024	BUY	$49.13 - $54.55 $19,652 - $21,820	400 Added 0.67%	60,440 $3.26 Million
Q1 2024 Apr 18, 2024	SELL	$47.98 - $51.98 $96,055 - $104,063	-2,002 Reduced 3.23%	60,040 $3.1 Million
Q4 2023 Feb 09, 2024	BUY	$43.94 - $49.34 $377,049 - $423,386	8,581 Added 16.05%	62,042 $3.06 Million
Q3 2023 Oct 30, 2023	BUY	$45.36 - $48.51 $362,880 - $388,080	8,000 Added 17.6%	53,461 $2.44 Million
Q2 2023 Jul 13, 2023	SELL	$45.64 - $48.69 $96,437 - $102,881	-2,113 Reduced 4.44%	45,461 $2.14 Million
Q1 2023 Apr 14, 2023	BUY	$44.28 - $47.87 $103,083 - $111,441	2,328 Added 5.15%	47,574 $2.22 Million
Q4 2022 Feb 02, 2023	BUY	$37.25 - $45.18 $1,601 - $1,942	43 Added 0.1%	45,246 $1.99 Million
Q3 2022 Nov 08, 2022	SELL	$37.03 - $43.77 $44,436 - $52,524	-1,200 Reduced 2.59%	45,203 $1.69 Million
Q2 2022 Aug 11, 2022	SELL	$41.84 - $49.19 $82,131 - $96,559	-1,963 Reduced 4.06%	46,403 $1.94 Million
Q1 2022 May 16, 2022	BUY	$44.79 - $51.16 $18,184 - $20,770	406 Added 0.85%	48,366 $2.35 Million
Q4 2021 Feb 04, 2022	BUY	$46.91 - $49.68 $2.25 Million - $2.38 Million	47,960 New	47,960 $2.37 Million

Others Institutions Holding DOL

# of Institutions

103

Shares Held

8.09M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
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Congress Wealth Management LLC Wisdomtree Tr Intl Largecap Di Transaction History