TWM
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
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

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Thrive Wealth Management's DGRW Position: Q2 2026 in Review

Thrive Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.6% in Q2 2026, buying an estimated $46.5K and bringing the position to 7,931 shares worth $758K. The position accounts for 0.1% of the portfolio, ranked #103.

Thrive Wealth Management first reported a position in DGRW in Q2 2022 and has held it in 17 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Thrive Wealth Management held 7,931 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $758K as of Q2 2026.
  • Thrive Wealth Management bought 492 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $46.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of Thrive Wealth Management's portfolio in Q2 2026, its #103 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 17 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.