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

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

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

147

Shares Held

14.1M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.26M
Shares

$142 Million
1.88% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$79.9 Million
14.73% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.24M
Shares

$78.3 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$68 Million
0.03% of portfolio
Private Advisor Group, LLC

1.03M
Shares

$65.1 Million
0.36% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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