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Showing 8 of 26 quarters

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

OSAIC HOLDINGS, INC. holds 57,526 shares of WTPI (WISDOMTREE TR), worth $1.9M as of 2026-Q2. The position was increased (+11.9% shares). WTPI represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1.9M

Current Shares

57,526

Total Value Change

+$1M

Total Shares Change

+31,158

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
57,526
+11.9%
$1.9M0.0%$32.14
29
2026-Q1
Increased
51,408
+42.1%
$1.6M0.0%$30.35
34
2025-Q4
Decreased
36,174
-36.8%
$1.2M0.0%$30.86
0
2025-Q3
Increased
57,255
+52.5%
$1.9M0.0%$29.76
36
2025-Q2
Increased
37,541
+4.0%
$1.2M0.0%$27.81
26
2025-Q1
Increased
36,087
+23.6%
$1.1M0.0%$26.24
31
2024-Q4
Increased
29,209
+10.8%
$963,0090.0%$26.97
28
2024-Q3
Increased
26,368
+34.7%
$872,8090.0%$26.28
32

Other major holders of WTPI: LPL Financial LLC, MORGAN STANLEY

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