Ownership history in Leo Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in WISDOMTREE TR (GCC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 448,948 | +192,392 | +75.0% | 0.69% | $9.5M | $21.15 |
| 2025 Q3 | REDUCED | 256,556 | -160,880 | -38.5% | 0.71% | $5.5M | $20.02 |
| 2025 Q2 | ADDED | 417,436 | +156,573 | +60.0% | 0.65% | $8.3M | $18.62 |
| 2025 Q1 | REDUCED | 260,863 | -131,450 | -33.5% | 0.74% | $5.1M | $18.36 |
| 2024 Q4 | ADDED | 392,313 | +92 | +0.0% | 0.66% | $7.4M | $17.63 |
| 2024 Q3 | ADDED | 392,221 | +11,170 | +2.9% | 0.68% | $7.5M | $17.27 |
| 2024 Q2 | ADDED | 381,051 | +14,867 | +4.1% | 0.74% | $7.2M | $17.09 |
| 2024 Q1 | ADDED | 366,184 | +17,430 | +5.0% | 0.69% | $6.8M | $16.66 |
| 2023 Q4 | INITIATED | 348,754 | — | — | 0.63% | $6.0M | — |
As of 2025 Q4 — sorted by position size