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wisdomtreetrusdivd.. shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $807k 9.1k 88.96
2025-06-30 $705k 8.4k 83.69
2025-03-31 $958k 12k 79.83
2024-12-31 $1.2M 15k 80.92
2022-09-30 $2.3M 43k 53.90
2022-06-30 $1.3M 22k 57.31

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

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
Private Advisor
Prime Capital Investment Advisors
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..