WisdomTree LargeCap Dividend Fund shares owned by OneAscent Financial Services
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by OneAscent Financial Services
from 13F filings
Historical chart of OneAscent Financial Services investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by OneAscent Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $418k | 4.8k | 87.03 |
| 2025-06-30 | $398k | 4.8k | 82.80 |
| 2025-03-31 | $381k | 4.8k | 79.26 |
| 2024-12-31 | $365k | 4.7k | 77.73 |
| 2024-06-30 | $342k | 4.7k | 72.83 |
| 2024-03-31 | $339k | 4.7k | 72.19 |
| 2023-12-31 | $312k | 4.7k | 66.44 |
| 2022-06-30 | $386k | 6.5k | 59.14 |
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