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

OSAIC HOLDINGS, INC. holds 99,557 shares of WTAI (WISDOMTREE TR), worth $4.7M as of 2026-Q2. The position was increased (+5.8% shares). WTAI represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4.7M

Current Shares

99,557

Total Value Change

+$4.4M

Total Shares Change

+81,991

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
99,557
+5.8%
$4.7M0.0%$47.47
28
2026-Q1
Increased
94,069
+0.7%
$2.7M0.0%$28.79
26
2025-Q4
Increased
93,406
+6.1%
$2.7M0.0%$29.49
28
2025-Q3
Increased
88,001
+9.8%
$2.4M0.0%$28.16
29
2025-Q2
Increased
80,182
+121.3%
$2M0.0%$23.88
42
2025-Q1
Increased
36,232
+103.8%
$688,4330.0%$18.97
40
2024-Q4
Increased
17,778
+1.2%
$391,1340.0%$21.77
24
2024-Q3
Decreased
17,566
-16.0%
$350,0870.0%$19.67
0

Other major holders of WTAI: LPL Financial LLC, AMERIPRISE FINANCIAL INC

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