WisdomTree DEFA shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in WisdomTree DEFA
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Quarterly reported holdings in WisdomTree DEFA by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $815k | 14k | 57.56 |
| 2024-06-30 | $752k | 14k | 53.72 |
| 2024-03-31 | $791k | 14k | 54.80 |
| 2023-12-31 | $787k | 15k | 52.51 |
| 2023-09-30 | $3.5M | 72k | 48.35 |
| 2023-06-30 | $9.8M | 196k | 50.03 |
| 2023-03-31 | $9.3M | 188k | 49.73 |
| 2022-12-31 | $8.2M | 175k | 47.04 |
| 2022-09-30 | $6.6M | 165k | 40.15 |
| 2022-06-30 | $6.3M | 139k | 45.44 |
| 2022-03-31 | $7.2M | 137k | 52.75 |
| 2021-12-31 | $6.5M | 119k | 54.08 |
| 2021-09-30 | $5.7M | 109k | 52.87 |
| 2021-06-30 | $5.1M | 93k | 54.51 |
| 2021-03-31 | $4.5M | 86k | 52.59 |
| 2020-12-31 | $4.0M | 79k | 50.64 |