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 (USFR). 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 | REDUCED | 455,137 | -16,109 | -3.4% | 1.67% | $23.0M | $50.02 |
| 2025 Q3 | REDUCED | 471,246 | -62,190 | -11.7% | 3.07% | $23.7M | $49.49 |
| 2025 Q2 | ADDED | 533,436 | +307,600 | +136.2% | 2.09% | $26.8M | $49.01 |
| 2025 Q1 | REDUCED | 225,836 | -102,793 | -31.3% | 1.63% | $11.4M | $48.50 |
| 2024 Q4 | REDUCED | 328,629 | -37,443 | -10.2% | 1.48% | $16.5M | $47.99 |
| 2024 Q3 | ADDED | 366,072 | +40,193 | +12.3% | 1.68% | $18.4M | $47.34 |
| 2024 Q2 | ADDED | 325,879 | +18,536 | +6.0% | 1.67% | $16.4M | $46.80 |
| 2024 Q1 | REDUCED | 307,343 | -19,554 | -6.0% | 1.58% | $15.5M | $46.16 |
| 2023 Q4 | INITIATED | 326,897 | — | — | 1.70% | $16.4M | — |
As of 2025 Q4 — sorted by position size