WisdomTree LargeCap Value Fund shares owned by Western Wealth Management
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 91.01 |
| 2025-06-30 | $890k | 10k | 86.40 |
| 2025-03-31 | $630k | 7.7k | 82.17 |
| 2024-12-31 | $845k | 10k | 83.58 |
| 2024-09-30 | $1.1M | 14k | 80.00 |
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