Falcon Wealth Planning’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $761K | Sell |
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|
2025
Q2 | $740K | Buy |
|
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|
2025
Q1 | $670K | Sell |
|
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|
2024
Q4 | $736K | Sell |
|
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|
2024
Q3 | $815K | Buy |
|
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|
2024
Q2 | $752K | Sell |
|
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|
2024
Q1 | $791K | Sell |
|
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|
2023
Q4 | $787K | Sell |
|
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|
2023
Q3 | $3.46M | Sell |
|
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|
2023
Q2 | $9.81M | Buy |
|
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|
2023
Q1 | $9.32M | Buy |
|
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|
2022
Q4 | $8.21M | Buy |
|
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|
2022
Q3 | $6.61M | Buy |
|
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|
2022
Q2 | $6.31M | Buy |
|
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|
2022
Q1 | $7.2M | Buy |
|
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|
2021
Q4 | $6.46M | Buy |
|
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|
2021
Q3 | $5.74M | Buy |
|
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|
2021
Q2 | $5.07M | Buy |
|
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|
2021
Q1 | $4.51M | Buy |
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|
2020
Q4 | $3.99M | Buy |
|