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Leicht Financial Planning & Wealth Management »

WisdomTree SmallCap Earnings Fund shares owned by Leicht Financial Planning & Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Leicht Financial Planning & Wealth Management from 13F filings

Historical chart of Leicht Financial Planning & Wealth Management investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Leicht Financial Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Leicht Financial Planning & Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$229k	4.3k	52.75
2024-06-30	$204k	4.3k	47.13
2024-03-31	$220k	4.4k	50.12
2023-12-31	$384k	7.7k	49.82
2023-03-31	$354k	8.2k	43.22
2022-12-31	$577k	14k	42.59

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View all positions for Leicht Financial Planning & Wealth Management

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation

Morgan Stanley

Cetera Investment Advisers

LPL Financial

Savant Capital Management

Shore Point Advisors

Global Retirement Partners

Linscomb & Williams

Kathleen S. Wright Associates

Commonwealth Equity Services

Invenio Wealth Partners

Envestnet Asset Management

Royal Bank of Canada

9258 Wealth Management

Howard Bailey Securities

View all funds holding WisdomTree SmallCap Earnings Fund

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