Leo Wealth, LLC WISDOMTREE TR Transaction History

Leo Wealth, LLC

  • $1.38 Trillion
  • Q4 2025
Number of Shares
6,153
Previous 5,846 5.25%
Holding current value
$261 Million
Previous $248 Million 5.23%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
N/A
307 Added 5.25%
6,153 $261 Million
Q2 2025

Jul 23, 2025
BUY
N/A
5,846 New
5,846 $258 Million
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