Western Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Western Wealth Management, LLC

  • $1.8 Billion
  • Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Western Wealth Management, LLC holds 20,415 shares of WTV stock, worth $1.85 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,415
Previous 10,297 98.26%
Holding current value
$1.85 Million
Previous $889,000 108.89%
% of portfolio
0.1%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$85.93 - $92.12 $869,439 - $932,070
10,118 Added 98.26%
20,415 $1.86 Million
Q2 2025

Aug 08, 2025
BUY
$72.32 - $86.4 $190,490 - $227,577
2,634 Added 34.37%
10,297 $889,000
Q1 2025

Apr 23, 2025
BUY
$79.96 - $87.71 $612,733 - $672,121
7,663 New
7,663 $629,000
Q4 2024

Feb 18, 2025
SELL
$79.95 - $89.42 $272,869 - $305,190
-3,413 Reduced 25.24%
10,110 $844,000
Q3 2024

Nov 12, 2024
BUY
$71.31 - $80.0 $964,325 - $1.08 Million
13,523 New
13,523 $1.08 Million

Others Institutions Holding WTV

# of Institutions
191
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email