WWM
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Western Wealth Management’s WisdomTree US Value Fund WTV Stock Holding History

Western Wealth Management’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$890K Buy
10,297
+2,634
+34% +$228K 0.05% 299
2025
Q1 		$630K Buy
+7,663
New +$630K 0.04% 332
2024
Q4 		– Sell
-13,523
Closed -$1.08M – 767
2024
Q3 		$1.08M Buy
+13,523
New +$1.08M 0.06% 294