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

Western Wealth Management, LLC

  • $1.62 Billion
  • Q2 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 10,297 shares of WTV stock, worth $897,589. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,297
Previous 7,663 34.37%
Holding current value
$897,589
Previous $629,000 41.34%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
165
Shares Held
15.1M
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
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