Centerpoint Advisory Group Wisdomtree Tr Wisdomtree U.S. Transaction History

Centerpoint Advisory Group

  • $128 Billion
  • Q3 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 6,289 shares of WTV stock, worth $568,777. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,289
Previous 4,631 35.8%
Holding current value
$568,777
Previous $400 Million 43.05%
% of portfolio
0.45%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$85.93 - $92.12 $142,471 - $152,734
1,658 Added 35.8%
6,289 $572 Million
Q2 2025

Aug 06, 2025
SELL
$72.32 - $86.4 $11,788 - $14,083
-163 Reduced 3.4%
4,631 $400 Million
Q1 2025

Apr 22, 2025
BUY
$79.96 - $87.71 $79,480 - $87,183
994 Added 26.16%
4,794 $394 Million
Q4 2024

Jan 30, 2025
BUY
$79.95 - $89.42 $303,810 - $339,796
3,800 New
3,800 $318 Million

Others Institutions Holding WTV

# of Institutions
192
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
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