Mayfair Advisory Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Mayfair Advisory Group’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	$906K	Sell	9,491 -515	-5%	-$48.7K	0.27%	65
2026 Q1	$879K	Sell	10,006 -478	-5%	-$43.5K	0.31%	57
2025 Q4	$941K	Sell	10,484 -328	-3%	-$29.2K	0.37%	54
2025 Q3	$962K	Buy	10,812 +208	+2%	+$18K	0.41%	49
2025 Q2	$914K	Buy	10,604 +1,068	+11%	+$84.7K	0.43%	48
2025 Q1	$762K	Buy	9,536 +158	+2%	+$12.9K	0.44%	45
2024 Q4	$759K	Buy	9,378 +396	+4%	+$33.1K	0.45%	44
2024 Q3	$745K	Buy	8,982 +6	+0.1%	+$481	0.47%	41
2024 Q2	$719K	Buy	8,976 +545	+6%	+$41.2K	0.49%	39
2024 Q1	$642K	Buy	8,431 +350	+4%	+$25.5K	0.47%	42
2023 Q4	$567K	Buy	8,081 +1,190	+17%	+$78.6K	0.48%	41
2023 Q3	$443K	Buy	6,891 +766	+13%	+$50.9K	0.43%	51
2023 Q2	$402K	Buy	6,125 +168	+3%	+$10.7K	0.4%	58
2023 Q1	$374K	Buy	5,957 +88	+1%	+$5.41K	0.41%	63
2022 Q4	$358K	Sell	5,869 -456	-7%	-$27.2K	0.46%	64
2022 Q3	$349K	Sell	6,325 -87	-1%	-$5.14K	0.49%	54
2022 Q2	$390K	Buy	6,412 +412	+7%	+$25K	0.51%	48
2022 Q1	$383K	Buy	6,000 +120	+2%	+$7.57K	0.49%	48
2021 Q4	$385K	Buy	5,880 +387	+7%	+$24.3K	0.51%	45
2021 Q3	$324K	Buy	5,493 +205	+4%	+$12.5K	0.5%	48
2021 Q2	$316K	Sell	5,288 -29	-0.5%	-$1.71K	0.5%	50
2021 Q1	$306K	Sell	5,317 -567	-10%	-$31.1K	0.55%	46
2020 Q4	$317K	Buy	5,884 +325	+6%	+$16.8K	0.62%	41
2020 Q3	$276K	Buy	5,559 +207	+4%	+$10K	0.71%	37
2020 Q2	$243K	Buy	+5,352	New	+$232K	0.78%	31
2020 Q1	–	Sell	-4,325	Closed	-$210K	–	37
2019 Q4	$210K	Buy	+4,325	New	+$202K	0.65%	37

Other funds holding DGRW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Mayfair Advisory Group's DGRW Position: Q2 2026 in Review

Mayfair Advisory Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.1% in Q2 2026, selling an estimated $48.7K and leaving 9,491 shares worth $906K. The position accounts for 0.27% of the portfolio, ranked #65.

Mayfair Advisory Group first reported a position in DGRW in Q4 2019 and has held it in 26 quarters since. The position peaked at $962K in Q3 2025. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Mayfair Advisory Group held 9,491 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $906K as of Q2 2026.
Mayfair Advisory Group sold 515 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $48.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.27% of Mayfair Advisory Group's portfolio in Q2 2026, its #65 holding.
Mayfair Advisory Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 26 quarters since.
Mayfair Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $962K in Q3 2025.
792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.