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Falcon Wealth Planning
> DWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | WisdomTree Trust | DWM | 71,622 | -124,502 | 3,462,932,000 | -6,349,136,000 | $48,350.12 |
| 06/30/2023 | WisdomTree Trust | DWM | 196,124 | 8,653 | 9,812,068,000 | 489,112,000 | $50,029.92 |
| 03/31/2023 | WisdomTree Trust | DWM | 187,471 | 12,999 | 9,322,956,000 | 1,115,785,000 | $49,730.12 |
| 12/31/2022 | WisdomTree Trust | DWM | 174,472 | 37,963 | 8,207,171,000 | 8,199,970,000 | $47,040.05 |
| 03/31/2022 | WisdomTree Trust | DWM | 136,509 | 17,123 | 7,201,000 | 745,000 | $52.75 |
| 12/31/2021 | WisdomTree Trust | DWM | 119,386 | 10,819 | 6,456,000 | 716,000 | $54.08 |
| 09/30/2021 | WisdomTree Trust | DWM | 108,567 | 15,611 | 5,740,000 | 673,000 | $52.87 |
| 06/30/2021 | WisdomTree Trust | DWM | 92,956 | 7,138 | 5,067,000 | 554,000 | $54.51 |
| 03/31/2021 | WisdomTree Trust | DWM | 85,818 | 6,940 | 4,513,000 | 519,000 | $52.59 |
| 12/31/2020 | WisdomTree Trust | DWM | 78,878 | 78,878 | 3,994,000 | 3,994,000 | $50.64 |
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