Wisdomtree Tr shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Wisdomtree Tr
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Quarterly reported holdings in Wisdomtree Tr by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 5.2k | 57.36 |
| 2025-06-30 | $288k | 5.5k | 52.55 |
| 2025-03-31 | $237k | 5.4k | 43.90 |
| 2024-09-30 | $230k | 5.0k | 45.63 |
| 2024-06-30 | $224k | 5.0k | 44.83 |