FWP
DOL icon

Falcon Wealth Planning’s WisdomTree True Developed International Fund DOL Stock Holding History

Falcon Wealth Planning’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,205
Closed -$257K – 74
2021
Q2 		$257K Hold
5,205
– – 0.11% 54
2021
Q1 		$246K Sell
5,205
-102
-2% -$4.8K 0.12% 52
2020
Q4 		$244K Buy
+5,307
New +$231K 0.14% 48

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