USMF — WISDOMTREE US

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 US (USMF). 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
0.1% (2025 Q1)
Avg. % of fund
0.07%
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 7,499 -436 -5.5% 0.07% $387K $52.09
2025 Q2 REDUCED 7,935 -258 -3.1% 0.09% $409K $50.92
2025 Q1 ADDED 8,193 +4,720 +135.9% 0.10% $408K $49.12
2024 Q4 INITIATED 3,473 — — 0.02% $173K $49.01
% of Fund (quarterly)    USMF price (monthly, adj. close)

Other funds also holding USMF

As of 2025 Q4 — sorted by position size

Team Financial Group, LLC 9.68% COLUMBIA ADVISORY PARTNERS LLC 3Y 4.48% SNS Financial Group, LLC 3Y 7Y 1.94% WealthPoint Financial, LLC 0.84% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.58% Financial Enhancement Group LLC 3Y 7Y 0.37% TopTier Wealth Management, LLC 0.32% EVOLVE PRIVATE WEALTH, LLC 0.24% Beacon Financial Advisory LLC 3Y 0.18% Quartz Partners, LLC 0.18%
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