MTGP — WISDOMTREE TRUST

Ownership history in ORG Partners LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in WISDOMTREE TRUST (MTGP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q2)
Avg. % of fund
0.04%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,161 -130 -2.1% 0.05% $274K $43.66
2025 Q2 ADDED 6,291 +1,834 +41.1% 0.06% $277K $43.09
2025 Q1 ADDED 4,457 +2,663 +148.4% 0.05% $196K $42.13
2024 Q4 INITIATED 1,794 — — 0.01% $77K $41.16
% of Fund (quarterly)    MTGP price (monthly, adj. close)

Other funds also holding MTGP

As of 2025 Q4 — sorted by position size

Vericrest Private Wealth 4.26% INVENIO WEALTH PARTNERS LLC 3.11% WealthPoint Financial, LLC 1.5% Oxinas Partners, LLC 3Y 1.0% EJMK Ventures LLC 0.9% Insight Advisors, LLC/ PA 3Y 0.66% IHT Wealth Management, LLC 3Y 7Y 0.2% NBC SECURITIES, INC. 0.2% Empirical Asset Management, LLC 3Y 0.12% Beacon Financial Advisory LLC 3Y 0.07%
← Back to ORG Partners LLC Holdings