Osaic Holdings’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Buy |
105,242
+10,390
| +11% | +$161K | ﹤0.01% | 2302 |
|
|
2025
Q4 | $1.16M | Buy |
94,852
+6,189
| +7% | +$74.7K | ﹤0.01% | 2556 |
|
|
2025
Q3 | $1.23M | Buy |
88,663
+1,537
| +2% | +$20.5K | ﹤0.01% | 2603 |
|
|
2025
Q2 | $1M | Buy |
87,126
+1,266
| +1% | +$11.9K | ﹤0.01% | 2510 |
|
|
2025
Q1 | $766K | Sell |
85,860
-9,100
| -10% | -$84.8K | ﹤0.01% | 2472 |
|
|
2024
Q4 | $997K | Buy |
94,960
+49,623
| +109% | +$537K | ﹤0.01% | 2201 |
|
|
2024
Q3 | $453K | Buy |
45,337
+34,529
| +319% | +$351K | ﹤0.01% | 2966 |
|
|
2024
Q2 | $107K | Buy |
10,808
+1,914
| +22% | +$18K | ﹤0.01% | 4082 |
|
|
2024
Q1 | $81.7K | Sell |
8,894
-143,999
| -94% | -$1.1M | ﹤0.01% | 4387 |
|
|
2023
Q4 | $1.06M | Buy |
152,893
+10,686
| +8% | +$70.8K | ﹤0.01% | 2454 |
|
|
2023
Q3 | $995K | Buy |
142,207
+26,402
| +23% | +$185K | ﹤0.01% | 2635 |
|
|
2023
Q2 | $794K | Buy |
115,805
+29,020
| +33% | +$194K | ﹤0.01% | 2730 |
|
|
2023
Q1 | $509K | Buy |
86,785
+39,400
| +83% | +$229K | ﹤0.01% | 3078 |
|
|
2022
Q4 | $259K | Buy |
47,385
+11,563
| +32% | +$60.1K | ﹤0.01% | 3633 |
|
|
2022
Q3 | $167K | Buy |
35,822
+8,353
| +30% | +$42.7K | ﹤0.01% | 3916 |
|
|
2022
Q2 | $139K | Buy |
27,469
+9,920
| +57% | +$56.9K | ﹤0.01% | 4129 |
|
|
2022
Q1 | $120K | Buy |
17,549
+264
| +2% | +$1.51K | ﹤0.01% | 4446 |
|
|
2021
Q4 | $106K | Sell |
17,285
-377
| -2% | -$2.34K | ﹤0.01% | 4549 |
|
|
2021
Q3 | $101K | Buy |
17,662
+7,258
| +70% | +$44.5K | ﹤0.01% | 4522 |
|
|
2021
Q2 | $65K | Buy |
10,404
+2,735
| +36% | +$18K | ﹤0.01% | 4841 |
|
|
2021
Q1 | $48K | Buy |
7,669
+1,009
| +15% | +$5.78K | ﹤0.01% | 4916 |
|
|
2020
Q4 | $35K | Sell |
6,660
-279
| -4% | -$1.2K | ﹤0.01% | 4811 |
|
|
2020
Q3 | $24K | Buy |
6,939
+1,112
| +19% | +$4.01K | ﹤0.01% | 4824 |
|
|
2020
Q2 | $20K | Sell |
5,827
-469
| -7% | -$1.43K | ﹤0.01% | 4811 |
|
|
2020
Q1 | $14K | Buy |
+6,296
| New | +$24.4K | ﹤0.01% | 4842 |
|
Other funds holding WT
VPM
ACL
VCM
SCM