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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mayfair Advisory Group's DGRW Position: Q1 2026 in Review

Mayfair Advisory Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.6% in Q1 2026, selling an estimated $43.5K and leaving 10,006 shares worth $879K. The position accounts for 0.31% of the portfolio, ranked #57.

Mayfair Advisory Group first reported a position in DGRW in Q4 2019 and has held it in 25 quarters since. The position peaked at $962K in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Mayfair Advisory Group held 10,006 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $879K as of Q1 2026.
  • Mayfair Advisory Group sold 478 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $43.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.31% of Mayfair Advisory Group's portfolio in Q1 2026, its #57 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 25 quarters since.
  • Mayfair Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $962K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.