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 Q3	$925K	Buy	9,510 +19	+0.2%	+$1.86K	0.27%	66
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mayfair Advisory Group's DGRW Position: Q3 2026 in Review

Mayfair Advisory Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.2% in Q3 2026, buying an estimated $1.86K and bringing the position to 9,510 shares worth $925K. The position accounts for 0.27% of the portfolio, ranked #66.

Mayfair Advisory Group first reported a position in DGRW in Q4 2019 and has held it in 27 quarters since. The position peaked at $962K in Q3 2025. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Mayfair Advisory Group held 9,510 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $925K as of Q3 2026.
Mayfair Advisory Group bought 19 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $1.86K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.27% of Mayfair Advisory Group's portfolio in Q3 2026, its #66 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 27 quarters since.
Mayfair Advisory Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $962K in Q3 2025.
352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.