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Wisdomtree Tr shares owned by Western Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) 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
2025-09-30 $255k 8.9k 28.56
2025-06-30 $226k 9.2k 24.56
2024-09-30 $232k 12k 19.93
2024-06-30 $238k 11k 20.89
2024-03-31 $239k 12k 20.77

More positions owned by Western Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Nvidia Corp Common Stock (NVDA)
Spdr Portfolio MF Closed and MF Open (SPLG)
Berkshire Hathaway Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Capital Group MF Closed and MF Open (CGDV)
Spdr Portfolio MF Closed and MF Open (SPYG)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares S&p MF Closed and MF Open (IVW)
First Trust MF Closed and MF Open (SDVY)
Spdr Portfolio MF Closed and MF Open (SPYV)
Broadcom Common Stock (AVGO)

View all positions for Western Wealth Management

Top funds holding Wisdomtree Tr

LPL Financial
Advisory Services Network
Hancock Prospecting Pty
Ameriprise Financial
Advocacy Wealth Management Services
Kestra Advisory Services
Susquehanna International
Raymond James Financial
Prospera Financial Services
Branch Banking & Trust Company
Rockefeller Capital Management
Advisor Group Holdings
Perigon Wealth Management
AdvisorNet Financial
Orca Investment Management

View all funds holding Wisdomtree Tr