QHY β€” WISDOMTREE US HIGH YIELD

Ownership history in ORG Partners LLC  Β·  4 quarters on record

AI Ownership Summary

ORG Partners LLC reported WISDOMTREE US HIGH YIELD (QHY) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows QHY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORG Partners LLC's position in WISDOMTREE US HIGH YIELD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

QHY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ORG Partners LLC held QHY β€” position size vs. price
% of Fund (quarterly)    QHY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,761 +21 +1.2% 0.01% $82K 2025-10-24 $45.25
2025 Q2 ADDED 1,740 +591 +51.4% 0.02% $80K 2025-07-16 $43.89
2025 Q1 ADDED 1,149 +709 +161.1% 0.01% $52K 2025-04-21 $41.55
2024 Q4 INITIATED 440 β€” β€” 0.00% $20K 2025-01-10 $41.61

FAQ About ORG Partners LLC and QHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORG Partners LLC reported owning QHY?

ORG Partners LLC reported QHY across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported QHY position in ORG Partners LLC's portfolio?

The largest reported portfolio weight for QHY was 0.02% in 2025 Q2.

What is the latest reported QHY position on this page?

The most recent filing on this page is 2025 Q3, when ORG Partners LLC reported 1,761 shares, equal to 0.01% of portfolio, with an estimated market value of $82K.

What does the chart on this QHY ownership page compare?

The chart compares ORG Partners LLC's quarterly QHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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