OneAscent Financial Services »

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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $339k 4.7k 72.19
2023-12-31 $312k 4.7k 66.44
2022-06-30 $386k 6.5k 59.14

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
GW & Wade
Bank of America Corporation
Creative Planning
UBS Group
Commonwealth Equity Services
Great Valley Advisor Group
Wilbanks Smith & Thomas Asset Management
Waterway Wealth Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Stratos Wealth Partners
Wells Fargo & Company
IAG Wealth Partners

View all funds holding WisdomTree LargeCap Dividend Fund