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Wisdomtree Tr shares owned by Western Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $547k 11k 49.26
2024-09-30 $514k 11k 45.63

More positions owned by Western Wealth Management

Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Largecap Fund (EPS)
Tesla Motors (TSLA)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Western Wealth Management

Top funds holding Wisdomtree Tr

Trust Point
LPL Financial
RVW Wealth
Bank of America Corporation
Private Advisor
Prestige Wealth Management Group
Legacy Financial Advisors
Columbia Advisory Partners
Morgan Stanley
Kestra Advisory Services
Smartleaf Asset Management
Insight Advisors, LLC/ PA
GPS Wealth Strategies Group
tru Independence
Gratus Wealth Advisors

View all funds holding Wisdomtree Tr