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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$400K Sell
4,631
-163
-3% -$14.1K 0.35% 65
2025
Q1 		$394K Buy
4,794
+994
+26% +$81.7K 0.39% 62
2024
Q4 		$318K Buy
+3,800
New +$318K 0.31% 66