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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centerpoint Advisory Group's WTV Position: Q1 2026 in Review

Centerpoint Advisory Group increased its WisdomTree US Value Fund (WTV) stake by 43% in Q1 2026, buying an estimated $342K and bringing the position to 11,708 shares worth $1.11M. The position accounts for 0.84% of the portfolio, ranked #32.

Centerpoint Advisory Group first reported a position in WTV in Q4 2024 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Centerpoint Advisory Group held 11,708 shares of WisdomTree US Value Fund worth $1.11M as of Q1 2026.
Centerpoint Advisory Group bought 3,535 WisdomTree US Value Fund shares in Q1 2026, an estimated $342K.
WisdomTree US Value Fund made up 0.84% of Centerpoint Advisory Group's portfolio in Q1 2026, its #32 holding.
Centerpoint Advisory Group first reported a position in WisdomTree US Value Fund in Q4 2024 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Centerpoint Advisory Group's 13F filing for Q1 2026, filed 29 Apr 2026.