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ORG Partners’s WisdomTree WT Stock Holding History

ORG Partners’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$12.2K Hold
1,000
– – ﹤0.01% 934
2025
Q3 		$13.9K Hold
1,000
– – ﹤0.01% 890
2025
Q2 		$11.5K Hold
1,000
– – ﹤0.01% 878
2025
Q1 		$9.1K Hold
1,000
– – ﹤0.01% 816
2024
Q4 		$10.5K Buy
+1,000
New +$10.8K ﹤0.01% 882

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Partners's WT Position: Q4 2025 in Review

ORG Partners held its WisdomTree (WT) position steady in Q4 2025 at 1,000 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

ORG Partners first reported a position in WT in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.9K in Q3 2025. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

  • ORG Partners held 1,000 shares of WisdomTree worth $12.2K as of Q4 2025.
  • ORG Partners left its WisdomTree share count unchanged in Q4 2025.
  • WisdomTree made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #934 holding.
  • ORG Partners first reported a position in WisdomTree in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's WisdomTree position peaked at $13.9K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

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