Osaic Holdings
WGRO

Osaic Holdings’s WisdomTree U.S. Growth & Momentum Fund WGRO Stock Holding History

Osaic Holdings’s Portfolio WGRO Stock Details WGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15
Closed -$312 – 7606
2023
Q3 		$312 Hold
15
– – ﹤0.01% 7072
2023
Q2 		$331 Hold
15
– – ﹤0.01% 7128
2023
Q1 		$310 Hold
15
– – ﹤0.01% 7210
2022
Q4 		$0 Hold
15
– – ﹤0.01% 7566
2022
Q3 		$0 Hold
15
– – ﹤0.01% 7629
2022
Q2 		$0 Sell
15
-41
-73% -$809 ﹤0.01% 7709
2022
Q1 		$1K Hold
56
– – ﹤0.01% 7161
2021
Q4 		$2K Buy
+56
New +$1.54K ﹤0.01% 7088

Osaic Holdings's WGRO Position: Q4 2023 in Review

Osaic Holdings sold out of WisdomTree U.S. Growth & Momentum Fund (WGRO) in Q4 2023, closing a stake of 15 shares — an estimated $312 sold.

Osaic Holdings first reported a position in WGRO in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 0 funds tracked by Wall St. Rank hold WGRO as of Q4 2023.

  • Osaic Holdings reported no remaining WisdomTree U.S. Growth & Momentum Fund position as of Q4 2023 after selling out during the quarter.
  • Osaic Holdings sold 15 WisdomTree U.S. Growth & Momentum Fund shares in Q4 2023, an estimated $312.
  • Osaic Holdings first reported a position in WisdomTree U.S. Growth & Momentum Fund in Q4 2021 and held it in 8 quarters.
  • Osaic Holdings's WisdomTree U.S. Growth & Momentum Fund position peaked at $2K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held WisdomTree U.S. Growth & Momentum Fund as of Q4 2023.

Based on Osaic Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.