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Leicht Financial Planning & Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-272,183
Closed -$7.66M – 25
2020
Q1 		$7.66M Buy
+272,183
New +$9.29M 7.4% 4

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's EPS Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2020, closing a stake of 272,183 shares — an estimated $7.66M sold.

Leicht Financial Planning & Wealth Management first reported a position in EPS in Q1 2020 and held it in 1 quarter. The position peaked at $7.66M in Q1 2020. 60 funds tracked by Wall St. Rank hold EPS as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 272,183 WisdomTree US LargeCap Fund shares in Q2 2020, an estimated $7.66M.
  • Leicht Financial Planning & Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2020 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's WisdomTree US LargeCap Fund position peaked at $7.66M in Q1 2020.
  • 60 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.