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Wisdomtree Tr itl hdg div gt shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Wisdomtree Tr itl hdg div gt

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr itl hdg div gt held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr itl hdg div gt by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $38M 825k 46.08
2025-06-30 $34M 744k 45.05
2025-03-31 $31M 709k 43.40
2024-12-31 $32M 746k 43.47
2024-09-30 $32M 707k 45.70

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View all positions for Falcon Wealth Planning

Top funds holding Wisdomtree Tr itl hdg div gt

LPL Financial
Morgan Stanley
Raymond James Financial
Creative Planning
UBS Group
Stifel Financial
Falcon Wealth Planning
Envestnet Asset Management
Ameriprise Financial
Trilogy Capital
Northwestern Mutual Wealth Management Company
Eagle Strategies
Advisor Group Holdings
Hunter Associates
Royal Bank of Canada

View all funds holding Wisdomtree Tr itl hdg div gt