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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

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 290.9M1M1.1M10k11k12k13k
Value ($)Share countHistorical WTV position of Western Wealth Management Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree LargeCap Value Fund 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 LargeCap Value Fund by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $845k 10k 83.58
2024-09-30 $1.1M 14k 80.00

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 LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund