Falcon Wealth Planning Wisdomtree Tr Intl Largecap Di Transaction History

Falcon Wealth Planning

$631 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 19, 2021	SELL	N/A	-5,205 Closed	0 $0
Q1 2021 Apr 20, 2021	SELL	N/A	-102 Reduced 1.92%	5,205 $246,000
Q4 2020 Feb 01, 2021	BUY	N/A	5,307 New	5,307 $244,000

Others Institutions Holding DOL

# of Institutions

94

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.78M
Shares

$143 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.1 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.6 Million
0.05% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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