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

OSAIC HOLDINGS, INC. holds 26,963 shares of WTMF (WISDOMTREE TR), worth $1.1M as of 2026-Q2. The position was decreased (-33.3% shares). WTMF represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1.1M

Current Shares

26,963

Total Value Change

-$728,023

Total Shares Change

-24,541

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
26,963
-33.3%
$1.1M0.0%$40.85
0
2026-Q1
Increased
40,394
+11.8%
$1.6M0.0%$39.32
29
2025-Q4
Increased
36,134
+128.0%
$1.4M0.0%$38.27
41
2025-Q3
Increased
15,846
+3.9%
$581,7910.0%$36.76
25
2025-Q2
Increased
15,247
+21.5%
$538,3580.0%$34.33
29
2025-Q1
Decreased
12,550
-84.8%
$428,4800.0%$33.31
0
2024-Q4
Increased
82,548
+60.3%
$2.9M0.0%$33.71
38
2024-Q3
Increased
51,504
+548.3%
$1.8M0.0%$33.36
42

Other major holders of WTMF: MORGAN STANLEY

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