OneAscent Financial Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

OneAscent Financial Services’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	$842K	Buy	9,590 +361	+4%	+$32.8K	0.05%	250
2025 Q4	$825K	Buy	9,229 +161	+2%	+$14.4K	0.08%	176
2025 Q3	$807K	Buy	9,068 +644	+8%	+$55.9K	0.1%	171
2025 Q2	$705K	Sell	8,424 -3,576	-30%	-$284K	0.05%	244
2025 Q1	$958K	Sell	12,000 -3,348	-22%	-$274K	0.06%	206
2024 Q4	$1.24M	Buy	+15,348	New	+$1.28M	0.11%	131
2022 Q4	–	Sell	-43,228	Closed	-$2.33M	–	199
2022 Q3	$2.33M	Buy	43,228 +21,293	+97%	+$1.26M	0.92%	24
2022 Q2	$1.26M	Buy	+21,935	New	+$1.33M	0.57%	21

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 Financial Services's DGRW Position: Q1 2026 in Review

OneAscent Financial Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.9% in Q1 2026, buying an estimated $32.8K and bringing the position to 9,590 shares worth $842K. The position accounts for 0.05% of the portfolio, ranked #250.

OneAscent Financial Services first reported a position in DGRW in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.33M in Q3 2022. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

OneAscent Financial Services held 9,590 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $842K as of Q1 2026.
OneAscent Financial Services bought 361 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $32.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of OneAscent Financial Services's portfolio in Q1 2026, its #250 holding.
OneAscent Financial Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 8 quarters since.
OneAscent Financial Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.33M in Q3 2022.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

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