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DWMDWM
Showing 8 of 26 quarters

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

OSAIC HOLDINGS, INC. holds 32,880 shares of DWM (WISDOMTREE TR), worth $2.4M as of 2026-Q2. The position was increased (+3.6% shares). DWM represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$2.4M

Current Shares

32,880

Total Value Change

+$524,302

Total Shares Change

+148

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
32,880
+3.6%
$2.4M0.0%$73.21
27
2026-Q1
Decreased
31,723
-5.1%
$2.2M0.0%$72.03
0
2025-Q4
Increased
33,427
+4.0%
$2.3M0.0%$69.06
27
2025-Q3
Decreased
32,150
-0.1%
$2.1M0.0%$65.43
0
2025-Q2
Decreased
32,187
-1.3%
$2M0.0%$62.72
0
2025-Q1
Decreased
32,605
-6.0%
$1.9M0.0%$56.73
0
2024-Q4
Increased
34,692
+6.0%
$1.8M0.0%$51.08
27
2024-Q3
Increased
32,732
+10.1%
$1.9M0.0%$55.61
28

Other major holders of DWM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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