Thrive Wealth Management
DGRW icon

Thrive Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Thrive Wealth Management’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
Q3 		$768K Sell
7,903
-28
-0.4% -$2.74K 0.1% 102
2026
Q2 		$758K Buy
7,931
+492
+7% +$46.5K 0.1% 103
2026
Q1 		$653K Sell
7,439
-179
-2% -$16.3K 0.1% 101
2025
Q4 		$681K Buy
7,618
+140
+2% +$12.5K 0.1% 104
2025
Q3 		$665K Buy
7,478
+591
+9% +$51.3K 0.1% 110
2025
Q2 		$577K Sell
6,887
-24
-0.3% -$1.9K 0.09% 111
2025
Q1 		$552K Buy
6,911
+206
+3% +$16.9K 0.11% 105
2024
Q4 		$543K Hold
6,705
– – 0.1% 109
2024
Q3 		$558K Sell
6,705
-273
-4% -$21.9K 0.1% 104
2024
Q2 		$545K Buy
6,978
+8
+0.1% +$605 0.11% 101
2024
Q1 		$531K Buy
6,970
+1,138
+20% +$83K 0.11% 101
2023
Q4 		$410K Hold
5,832
– – 0.09% 120
2023
Q3 		$370K Sell
5,832
-199
-3% -$13.2K 0.1% 111
2023
Q2 		$402K Sell
6,031
-199
-3% -$12.6K 0.1% 110
2023
Q1 		$388K Sell
6,230
-5
-0.1% -$307 0.1% 117
2022
Q4 		$376K Hold
6,235
– – 0.11% 108
2022
Q3 		$336K Sell
6,235
-134
-2% -$7.92K 0.12% 107
2022
Q2 		$365K Buy
+6,369
New +$386K 0.13% 101

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Thrive Wealth Management's DGRW Position: Q3 2026 in Review

Thrive Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.35% in Q3 2026, selling an estimated $2.74K and leaving 7,903 shares worth $768K. The position accounts for 0.1% of the portfolio, ranked #102.

Thrive Wealth Management first reported a position in DGRW in Q2 2022 and has held it in 18 quarters since. 222 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Thrive Wealth Management held 7,903 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $768K as of Q3 2026.
  • Thrive Wealth Management sold 28 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $2.74K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Thrive Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Thrive Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and has held it in 18 quarters since.
  • 222 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.