CONGRESS WEALTH MANAGEMENT LLC / DE / – WisdomTree U.S. LargeCap Dividend Fund Transaction History
CONGRESS WEALTH MANAGEMENT LLC / DE / portfolio value:
$3.20M
portfolio value
CONGRESS WEALTH MANAGEMENT LLC / DE / quarter portfolio value change:
-6.50%
quarter
WisdomTree U.S. LargeCap Dividend Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.36% | -1.40K shares | -306K | $55.26 | 57.99K |
| Q2 2022 | share | Decrease | -8.44% | -5.47K shares | -753K | $59.1 | 59.40K |
| Q1 2022 | share | Increase | +0.01% | 4 shares | -20K | $65.72 | 64.88K |
| Q4 2021 | share | Increase | 0.00% | 64.87K shares | 4.28M | $66 | 64.87K |