Centerpoint Advisory Group Wisdomtree Tr Wisdomtree U.S. Transaction History
Centerpoint Advisory Group
- $115 Billion
- Q2 2025
A detailed history of Centerpoint Advisory Group transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Centerpoint Advisory Group holds 4,631 shares of WTV stock, worth $422,856. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,631
Previous 4,794
3.4%
Holding current value
$422,856
Previous $394 Million
1.57%
% of portfolio
0.35%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding WTV
# of Institutions
168Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$183 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.78MShares$163 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.21MShares$110 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.14MShares$105 Million0.04% of portfolio
-
Smith Anglin Financial, LLC1.11MShares$102 Million13.21% of portfolio