OneAscent Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

OneAscent Financial Services’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$398K	Hold
2025 Q1	$381K	Buy
2024 Q4	$365K	Buy
2024 Q3	–	Sell
2024 Q2	$342K	Hold
2024 Q1	$339K	Hold
2023 Q4	$312K	Buy
2022 Q3	–	Sell
2022 Q2	$386K	Buy