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

OneAscent Family Office’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$260K	Hold	2,958	–	–	0.18%	138
2025 Q4	$265K	Sell	2,958 -557	-16%	-$49.6K	0.18%	129
2025 Q3	$313K	Hold	3,515	–	–	0.25%	103
2025 Q2	$294K	Hold	3,515	–	–	0.28%	89
2025 Q1	$281K	Sell	3,515 -2,651	-43%	-$217K	0.26%	93
2024 Q4	$499K	Buy	+6,166	New	+$516K	0.91%	19

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OneAscent Family Office's DGRW Position: Q1 2026 in Review

OneAscent Family Office held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 2,958 shares worth $260K. The position accounts for 0.18% of the portfolio, ranked #138.

OneAscent Family Office first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $499K in Q4 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

OneAscent Family Office held 2,958 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $260K as of Q1 2026.
OneAscent Family Office left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.18% of OneAscent Family Office's portfolio in Q1 2026, its #138 holding.
OneAscent Family Office first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $499K in Q4 2024.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.