One Ascent Financial Services LLC Wisdomtree Tr Transaction History

One Ascent Financial Services LLC

  • $582 Million
  • Q3 2025

A detailed history of One Ascent Financial Services LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 9,542 shares of DWM stock, worth $630,917. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,542
Holding current value
$630,917
% of portfolio
0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$62.79 - $66.96 $599,142 - $638,932
9,542 New
9,542 $631,000
Q2 2025

Aug 12, 2025
BUY
$52.06 - $63.91 $4,685 - $5,751
90 Added 1.21%
7,531 $479,000
Q1 2025

May 05, 2025
BUY
$52.19 - $59.86 $388,345 - $445,418
7,441 New
7,441 $433,000

Others Institutions Holding DWM

# of Institutions
134
Shares Held
5.54M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email