EPS — WISDOMTREE US LARGECAP

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 LARGECAP (EPS). 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
0.16% (2025 Q1)
Avg. % of fund
0.12%
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 10,022 -681 -6.4% 0.13% $691K $68.71
2025 Q2 REDUCED 10,703 -359 -3.2% 0.15% $686K $63.58
2025 Q1 ADDED 11,062 +7,406 +202.6% 0.16% $657K $58.67
2024 Q4 INITIATED 3,656 — — 0.03% $224K $60.36
% of Fund (quarterly)    EPS price (monthly, adj. close)

Other funds also holding EPS

As of 2025 Q4 — sorted by position size

Team Financial Group, LLC 14.39% Garrett Wealth Advisory Group, LLC 3Y 7Y 11.02% WIN ADVISORS, INC 3Y 4.31% TopTier Wealth Management, LLC 3.86% Systelligence, LLC 3Y 2.9% WealthPoint Financial, LLC 2.14% VISTA INVESTMENT MANAGEMENT 3Y 7Y 2.03% WealthPlan Investment Management, LLC 3Y 1.05% Maia Wealth LLC 0.86% Marietta Wealth Management, LLC 3Y 7Y 0.81%
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