OneAscent Family Office’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Hold	3,515	–	–	0.28%	89
2025 Q1	$281K	Sell	3,515 -2,651	-43%	-$212K	0.26%	93
2024 Q4	$499K	Buy	+6,166	New	+$499K	0.91%	19