ORG Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

ORG Partners’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$49.3K	Hold	1,475	–	–	0.01%	585
2025 Q3	$49.7K	Hold	1,475	–	–	0.01%	585
2025 Q2	$48K	Hold	1,475	–	–	0.01%	553
2025 Q1	$47.3K	Hold	1,475	–	–	0.01%	498
2024 Q4	$50.7K	Hold	1,475	–	–	0.01%	549
2024 Q3	$50.9K	Buy	1,475 +300	+26%	+$9.97K	0.01%	512
2024 Q2	$36.3K	Buy	+1,175	New	+$36.9K	﹤0.01%	898
2024 Q1	–	Sell	-1,175	Closed	-$37.8K	–	652
2023 Q4	$37.8K	Buy	1,175 +4	+0.3%	+$116	0.01%	582
2023 Q3	$33K	Buy	+1,171	New	+$34.4K	0.01%	595

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's DES Position: Q4 2025 in Review

ORG Partners held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q4 2025 at 1,475 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #585.

ORG Partners first reported a position in DES in Q3 2023 and has held it in 9 quarters since. The position peaked at $50.9K in Q3 2024. 340 funds tracked by Wall St. Rank hold DES as of Q4 2025.

ORG Partners held 1,475 shares of WisdomTree US SmallCap Dividend Fund worth $49.3K as of Q4 2025.
ORG Partners left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree US SmallCap Dividend Fund made up 0.01% of ORG Partners's portfolio in Q4 2025, its #585 holding.
ORG Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2023 and has held it in 9 quarters since.
ORG Partners's WisdomTree US SmallCap Dividend Fund position peaked at $50.9K in Q3 2024.
340 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.