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wisdomtreetrusdivd.. shares owned by OneAscent Family Office

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $313k 3.5k 88.96
2025-06-30 $294k 3.5k 83.64
2025-03-31 $281k 3.5k 79.94

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Blackrock Etf Trust Dynamic Eqty Act
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Wisdomtree Tr Japn Hedge Eqt (DXJ)
Broadcom (AVGO)

View all positions for OneAscent Family Office

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..