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ORG Partners’s WisdomTree US Value Fund WTV Stock Holding History

ORG Partners’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,906
Closed -$264K – 1784
2025
Q3 		$264K Sell
2,906
-108
-4% -$9.62K 0.05% 295
2025
Q2 		$262K Sell
3,014
-99
-3% -$8.08K 0.06% 272
2025
Q1 		$256K Buy
3,113
+2,650
+572% +$224K 0.06% 232
2024
Q4 		$38.7K Buy
+463
New +$39K 0.01% 614

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ORG Partners's WTV Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree US Value Fund (WTV) in Q4 2025, closing a stake of 2,906 shares — an estimated $264K sold.

ORG Partners first reported a position in WTV in Q4 2024 and held it in 4 quarters. The position peaked at $264K in Q3 2025. 204 funds tracked by Wall St. Rank hold WTV as of Q4 2025.

  • ORG Partners reported no remaining WisdomTree US Value Fund position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 2,906 WisdomTree US Value Fund shares in Q4 2025, an estimated $264K.
  • ORG Partners first reported a position in WisdomTree US Value Fund in Q4 2024 and held it in 4 quarters.
  • ORG Partners's WisdomTree US Value Fund position peaked at $264K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q4 2025.

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