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Wisdomtree Tr shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $771k 36k 21.39
2025-06-30 $699k 35k 19.88
2025-03-31 $701k 36k 19.60
2024-12-31 $650k 35k 18.83

More positions owned by OneAscent Financial Services

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 Wisdomtree Tr

Royal Bank of Canada
Warren Street Wealth Advisors
Wells Fargo & Company
Morgan Stanley
Leo Wealth
Kestra Advisory Services
Team Financial Group
von Borstel & Associates
Wayfinding Financial
LPL Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Empirical Asset Management
Future You Wealth
Flow Traders US

View all funds holding Wisdomtree Tr