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

Leicht Financial Planning & Wealth Management, Inc.

$191 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$26.85 - $35.49 $7.31 Million - $9.66 Million	-272,183 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$24.35 - $37.92 $6.63 Million - $10.3 Million	272,183 New	272,183 $7.66 Million

Others Institutions Holding EPS

# of Institutions

158

Shares Held

13.9M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.41M
Shares

$158 Million
1.94% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$83 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$73.9 Million
0.03% of portfolio
Private Advisor Group, LLC

1.07M
Shares

$70.2 Million
0.4% of portfolio
Morgan Stanley New York, NY

986K
Shares

$64.4 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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