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Centerpoint Advisory Group »

WisdomTree LargeCap Value Fund shares owned by Centerpoint Advisory Group

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Centerpoint Advisory Group from 13F filings

Historical chart of Centerpoint Advisory Group investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Centerpoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Centerpoint Advisory Group

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$572k	6.3k	91.01
2025-06-30	$400k	4.6k	86.40
2025-03-31	$394k	4.8k	82.17
2024-12-31	$318k	3.8k	83.58

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View all positions for Centerpoint Advisory Group

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