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EESEES
Showing 8 of 26 quarters

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

OSAIC HOLDINGS, INC. holds 65,232 shares of EES (WISDOMTREE TR), worth $4.4M as of 2026-Q2. The position was increased (+57.5% shares). EES represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4.4M

Current Shares

65,232

Total Value Change

+$2.7M

Total Shares Change

+32,112

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,232
+57.5%
$4.4M0.0%$67.79
38
2026-Q1
Decreased
41,422
-2.7%
$2.4M0.0%$59.71
0
2025-Q4
Decreased
42,569
-4.8%
$2.4M0.0%$57.34
0
2025-Q3
Decreased
44,741
-6.8%
$2.5M0.0%$55.58
0
2025-Q2
Increased
48,005
+44.2%
$2.4M0.0%$50.63
35
2025-Q1
Decreased
33,285
-10.5%
$1.6M0.0%$48.38
0
2024-Q4
Increased
37,180
+12.3%
$2M0.0%$52.99
29
2024-Q3
Decreased
33,120
-9.1%
$1.7M0.0%$51.47
0

Other major holders of EES: Steward Partners Investment Advisory, LLC, UBS Group AG, MORGAN STANLEY

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