Leicht Financial Planning & Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,337	Closed	-$229K	–	18
2024 Q3	$229K	Hold	4,337	–	–	0.12%	19
2024 Q2	$204K	Sell	4,337 -53	-1%	-$2.54K	0.11%	19
2024 Q1	$220K	Sell	4,390 -3,319	-43%	-$160K	0.12%	20
2023 Q4	$384K	Buy	+7,709	New	+$341K	0.22%	20
2023 Q2	–	Sell	-8,180	Closed	-$354K	–	20
2023 Q1	$354K	Sell	8,180 -5,355	-40%	-$243K	0.22%	18
2022 Q4	$576K	Buy	+13,535	New	+$585K	0.39%	22

Other funds holding EES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's EES Position: Q4 2024 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2024, closing a stake of 4,337 shares — an estimated $229K sold.

Leicht Financial Planning & Wealth Management first reported a position in EES in Q4 2022 and held it in 6 quarters. The position peaked at $576K in Q4 2022. 160 funds tracked by Wall St. Rank hold EES as of Q4 2024.

Leicht Financial Planning & Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2024 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 4,337 WisdomTree US SmallCap Earnings Fund shares in Q4 2024, an estimated $229K.
Leicht Financial Planning & Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2022 and held it in 6 quarters.
Leicht Financial Planning & Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $576K in Q4 2022.
160 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2024.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2024, filed 14 Mar 2025.