Centerpoint Advisory Group’s WisdomTree US Value Fund WTV Stock Holding History

Centerpoint Advisory Group’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Buy	15,316 +3,608	+31%	+$360K	0.99%	30
2026 Q1	$1.11M	Buy	11,708 +3,535	+43%	+$342K	0.84%	32
2025 Q4	$763K	Buy	8,173 +1,884	+30%	+$173K	0.59%	42
2025 Q3	$572K	Buy	6,289 +1,658	+36%	+$148K	0.45%	56
2025 Q2	$400K	Sell	4,631 -163	-3%	-$13.3K	0.35%	65
2025 Q1	$394K	Buy	4,794 +994	+26%	+$84.2K	0.39%	62
2024 Q4	$318K	Buy	+3,800	New	+$320K	0.31%	66

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Centerpoint Advisory Group's WTV Position: Q2 2026 in Review

Centerpoint Advisory Group increased its WisdomTree US Value Fund (WTV) stake by 31% in Q2 2026, buying an estimated $360K and bringing the position to 15,316 shares worth $1.56M. The position accounts for 0.99% of the portfolio, ranked #30.

Centerpoint Advisory Group first reported a position in WTV in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Centerpoint Advisory Group held 15,316 shares of WisdomTree US Value Fund worth $1.56M as of Q2 2026.
Centerpoint Advisory Group bought 3,608 WisdomTree US Value Fund shares in Q2 2026, an estimated $360K.
WisdomTree US Value Fund made up 0.99% of Centerpoint Advisory Group's portfolio in Q2 2026, its #30 holding.
Centerpoint Advisory Group first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 7 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.