Thryve Wealth Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Thryve Wealth Management’s Portfolio DGRE Stock Details DGRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,106	Closed	-$302K	–	40
2026 Q1	$302K	Sell	9,106 -1,856	-17%	-$63K	0.2%	38
2025 Q4	$343K	Buy	+10,962	New	+$330K	0.17%	71

Other funds holding DGRE

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Thryve Wealth Management's DGRE Position: Q2 2026 in Review

Thryve Wealth Management sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q2 2026, closing a stake of 9,106 shares — an estimated $302K sold.

Thryve Wealth Management first reported a position in DGRE in Q4 2025 and held it in 2 quarters. The position peaked at $343K in Q4 2025. 56 funds tracked by Wall St. Rank hold DGRE as of Q2 2026.

Thryve Wealth Management reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Thryve Wealth Management sold 9,106 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q2 2026, an estimated $302K.
Thryve Wealth Management first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q4 2025 and held it in 2 quarters.
Thryve Wealth Management's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $343K in Q4 2025.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q2 2026.

Based on Thryve Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.