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

OSAIC HOLDINGS, INC. holds 15,272 shares of USMF (WISDOMTREE TR), worth $828,312 as of 2026-Q2. The position was decreased (-27.9% shares). USMF represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$828,312

Current Shares

15,272

Total Value Change

-$701,391

Total Shares Change

-16,028

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
15,272
-27.9%
$828,3120.0%$54.24
0
2026-Q1
Decreased
21,187
-28.8%
$1M0.0%$51.45
0
2025-Q4
Decreased
29,755
-56.4%
$1.5M0.0%$51.70
0
2025-Q3
Decreased
68,244
-5.7%
$3.6M0.0%$52.15
0
2025-Q2
Increased
72,342
+12.7%
$3.7M0.0%$50.51
30
2025-Q1
Increased
64,192
+71.6%
$3.2M0.0%$48.84
39
2024-Q4
Increased
37,407
+19.5%
$1.9M0.0%$49.06
31
2024-Q3
Increased
31,300
+12.8%
$1.5M0.0%$47.92
29

Other major holders of USMF: Lido Advisors, LLC, HighTower Advisors, LLC

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