WISDOMTREE TR

Ticker: DWM CUSIP: 97717W703 Class: INTL EQUITY FD

Falcon Wealth Planning's Holding History (CIK: 0001839850)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,601 Value ($000) $798 Avg Close — Range —
Q3 2025
Shares 11,491 Value ($000) $761 Avg Close — Range —
Q2 2025
Shares 11,642 Value ($000) $740 Avg Close — Range —
Q1 2025
Shares 11,527 Value ($000) $670 Avg Close — Range —
Q4 2024
Shares 13,970 Value ($000) $736 Avg Close — Range —
Q3 2024
Shares 14,157 Value ($000) $815 Avg Close — Range —
Q2 2024
Shares 14,002 Value ($000) $752 Avg Close — Range —
Q1 2024
Shares 14,429 Value ($000) $791 Avg Close — Range —
Q4 2023
Shares 14,986 Value ($000) $787 Avg Close — Range —
Q3 2023
Shares 71,622 Value ($000) $3,463 Avg Close — Range —
Q2 2023
Shares 196,124 Value ($000) $9,812 Avg Close — Range —
Q1 2023
Shares 187,471 Value ($000) $9,323 Avg Close — Range —
Q4 2022
Shares 174,472 Value ($000) $8,207 Avg Close — Range —
Q3 2022
Shares 164,529 Value ($000) $6,606 Avg Close — Range —
Q2 2022
Shares 138,913 Value ($000) $6,312 Avg Close — Range —
Q1 2022
Shares 136,509 Value ($000) $7,201 Avg Close — Range —
Q4 2021
Shares 119,386 Value ($000) $6,456 Avg Close — Range —
Q3 2021
Shares 108,567 Value ($000) $5,740 Avg Close — Range —
Q2 2021
Shares 92,956 Value ($000) $5,067 Avg Close — Range —
Q1 2021
Shares 85,818 Value ($000) $4,513 Avg Close — Range —
Q4 2020
Shares 78,878 Value ($000) $3,994 Avg Close — Range —