Leicht Financial Planning & Wealth Management, Inc. Wisdomtree U.S. Smallcap Fund Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 4,337 shares of EES stock, worth $240,486. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,337

Previous 4,337 -0.0%

Holding current value

$240,486

Previous $204,000 11.76%

% of portfolio

0.11%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$45.98 - $49.63 $2,436 - $2,630	-53 Reduced 1.21%	4,337 $204,000
Q1 2024 Apr 30, 2024	SELL	$46.41 - $50.12 $154,034 - $166,348	-3,319 Reduced 43.05%	4,390 $220,000
Q4 2023 Jan 12, 2024	BUY	$40.06 - $50.69 $308,822 - $390,769	7,709 New	7,709 $384,000
Q1 2023 May 04, 2023	SELL	$41.46 - $49.11 $222,018 - $262,984	-5,355 Reduced 39.56%	8,180 $353,000
Q4 2022 Jan 19, 2023	BUY	$40.17 - $45.87 $543,700 - $620,850	13,535 New	13,535 $0

Others Institutions Holding EES

# of Institutions

155

Shares Held

7.14M

Call Options Held

9.7K

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Account

Leicht Financial Planning & Wealth Management, Inc. Wisdomtree U.S. Smallcap Fund Transaction History