OneAscent Financial Services’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	13,935 +139	+1%	+$10.2K	0.05%	229
2026 Q1	$964K	Buy	13,796 +980	+8%	+$70.3K	0.05%	224
2025 Q4	$881K	Buy	12,816 +3,274	+34%	+$220K	0.08%	167
2025 Q3	$632K	Buy	9,542 +2,011	+27%	+$131K	0.04%	267
2025 Q2	$479K	Buy	7,531 +90	+1%	+$5.46K	0.03%	318
2025 Q1	$433K	Buy	+7,441	New	+$419K	0.03%	355

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OneAscent Financial Services's DWM Position: Q2 2026 in Review

OneAscent Financial Services increased its WisdomTree International Equity Fund (DWM) stake by 1% in Q2 2026, buying an estimated $10.2K and bringing the position to 13,935 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #229.

OneAscent Financial Services first reported a position in DWM in Q1 2025 and has held it in 6 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

OneAscent Financial Services held 13,935 shares of WisdomTree International Equity Fund worth $1.02M as of Q2 2026.
OneAscent Financial Services bought 139 WisdomTree International Equity Fund shares in Q2 2026, an estimated $10.2K.
WisdomTree International Equity Fund made up 0.05% of OneAscent Financial Services's portfolio in Q2 2026, its #229 holding.
OneAscent Financial Services first reported a position in WisdomTree International Equity Fund in Q1 2025 and has held it in 6 quarters since.
134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.