Leicht Financial Planning & Wealth Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Oct 28, 2022	SELL	$55.42 - $64.55 $3.61 Million - $4.21 Million	-65,218 Reduced 50.0%	65,218 $3.74 Million
Q2 2022 Jul 13, 2022	BUY	$55.42 - $64.55 $3.56 Million - $4.14 Million	64,201 Added 96.93%	130,436 $3.73 Million
Q1 2022 Apr 26, 2022	SELL	$60.09 - $66.2 $128,352 - $141,403	-2,136 Reduced 3.12%	66,235 $4.22 Million
Q4 2021 Feb 11, 2022	BUY	$58.98 - $66.05 $129,638 - $145,177	2,198 Added 3.32%	68,371 $4.5 Million
Q3 2021 Oct 22, 2021	BUY	$58.84 - $62.73 $17,652 - $18,819	300 Added 0.46%	66,173 $3.98 Million
Q2 2021 Jul 23, 2021	BUY	$57.5 - $60.08 $118,047 - $123,344	2,053 Added 3.22%	65,873 $4.01 Million
Q1 2021 Apr 20, 2021	SELL	$53.02 - $57.54 $3.38 Million - $3.67 Million	-63,820 Reduced 50.0%	63,820 $3.65 Million
Q1 2021 Apr 19, 2021	BUY	$53.02 - $57.54 $3.73 Million - $4.05 Million	70,387 Added 122.94%	127,640 $3.65 Million
Q4 2020 Jan 22, 2021	BUY	$47.73 - $53.96 $356,781 - $403,351	7,475 Added 15.02%	57,253 $3.07 Million
Q3 2020 Oct 19, 2020	SELL	$45.51 - $51.78 $3.34 Million - $3.8 Million	-73,385 Reduced 59.58%	49,778 $2.45 Million
Q2 2020 Jul 10, 2020	BUY	$37.38 - $47.13 $4.6 Million - $5.8 Million	123,163 New	123,163 $5.6 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.55 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$960 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$917 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$686 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$543 Million
40.18% of portfolio

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

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