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

Leicht Financial Planning & Wealth Management, Inc.

$182 Million
Q1 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 4,390 shares of EES stock, worth $206,110. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,390

Previous 7,709 43.05%

Holding current value

$206,110

Previous $384,000 42.71%

% of portfolio

0.12%

Previous 0.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$41.6 - $45.87 $563,056 - $620,850	13,535 New	13,535 $0

Others Institutions Holding EES

# of Institutions

145

Shares Held

7.77M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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