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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

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001317.603k317.6035k317.604k317.6045k317.605k37993,799.538003,800.53801
Value ($)Share countHistorical WTV position of Centerpoint Advisory Group Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $318k 3.8k 83.58

More positions owned by Centerpoint Advisory Group

Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Etf Ser Solutions Distillate Us (DSTL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
T Rowe Price Etf Cap Appreciation (TCAF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amazon (AMZN)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Centerpoint Advisory Group

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund