Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

DFEDFE
26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in WISDOMTREE TR

OSAIC HOLDINGS, INC. holds 8,211 shares of DFE (WISDOMTREE TR), worth $590,823 as of 2026-Q2. The position was decreased (-19.7% shares). DFE represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$590,823

Current Shares

8,211

Total Value Change

-$30,177

Total Shares Change

-7,064

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,211
-19.7%
$590,8230.0%$71.97
0
2026-Q1
Increased
10,223
+49.6%
$733,1840.0%$74.21
34
2025-Q4
Increased
6,832
+30.9%
$490,7270.0%$72.06
31
2025-Q3
Decreased
5,219
-1.7%
$364,9140.0%$69.04
0
2025-Q2
Decreased
5,308
-22.5%
$372,1450.0%$68.56
0
2025-Q1
Decreased
6,850
-74.0%
$417,5630.0%$59.27
0
2024-Q4
Increased
26,357
+4.1%
$1.5M0.0%$53.89
27
2024-Q3
Increased
25,317
+15.9%
$1.6M0.0%$60.05
30
2024-Q2
Increased
21,842
+5.8%
$1.3M0.0%$55.74
27
2024-Q1
Decreased
20,639
-0.1%
$1.2M0.0%$54.71
0
2023-Q4
Increased
20,661
+1216.0%
$1.2M0.0%$54.40
41
2023-Q3
Increased
1,570
+8.3%
$82,3770.0%$47.57
23
2023-Q2
Decreased
1,450
-57.6%
$80,9690.0%$49.51
0
2023-Q1
Decreased
3,421
-15.5%
$199,4650.0%$50.93
0
2022-Q4
Decreased
4,048
-15.2%
$220,8440.0%$47.34
0
2022-Q3
Decreased
4,776
-6.7%
$217,0000.0%$38.47
0
2022-Q2
Decreased
5,120
-9.0%
$282,0000.0%$47.23
0
2022-Q1
Decreased
5,626
-90.3%
$378,0000.0%$55.84
0
2021-Q4
Increased
58,284
+1.6%
$4.3M0.0%$60.66
27
2021-Q3
Increased
57,392
+625.6%
$4.1M0.0%$58.14
43
2021-Q2
Increased
7,909
+9.5%
$580,0000.0%$59.57
27
2021-Q1
Increased
7,222
+0.4%
$503,0000.0%$55.23
24
2020-Q4
Decreased
7,192
-41.2%
$464,0000.0%$51.52
0
2020-Q3
Decreased
12,226
-6.0%
$651,0000.0%$41.73
0
2020-Q2
Decreased
13,004
-14.9%
$643,0000.0%$38.74
0
2020-Q1
New
15,275
-
$621,0000.0%$31.16
34

Other major holders of DFE: Steward Partners Investment Advisory, LLC, UBS Group AG, JANE STREET GROUP, LLC

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