Salem Investment Counselors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Salem Investment Counselors’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	$10.5K	Sell	110 -15	-12%	-$1.42K	﹤0.01%	890
2026 Q1	$11K	Buy	+125	New	+$11.4K	﹤0.01%	864
2025 Q4	–	Sell	-125	Closed	-$11.1K	–	582
2025 Q3	$11.1K	Sell	125 -25	-17%	-$2.17K	﹤0.01%	863
2025 Q2	$12.6K	Hold	150	–	–	﹤0.01%	813
2025 Q1	$12K	Sell	150 -311	-67%	-$25.5K	﹤0.01%	810
2024 Q4	$37.3K	Sell	461 -49	-10%	-$4.1K	﹤0.01%	628
2024 Q3	$42.4K	Sell	510 -193	-27%	-$15.5K	﹤0.01%	610
2024 Q2	$54.9K	Buy	+703	New	+$53.1K	﹤0.01%	541
2023 Q3	–	Sell	-410	Closed	-$27.3K	–	1127
2023 Q2	$27.3K	Buy	+410	New	+$26K	﹤0.01%	635

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Salem Investment Counselors's DGRW Position: Q2 2026 in Review

Salem Investment Counselors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q2 2026, selling an estimated $1.42K and leaving 110 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Salem Investment Counselors first reported a position in DGRW in Q2 2023 and has held it in 9 quarters since. The position peaked at $54.9K in Q2 2024. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Salem Investment Counselors held 110 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.5K as of Q2 2026.
Salem Investment Counselors sold 15 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.42K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #890 holding.
Salem Investment Counselors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 9 quarters since.
Salem Investment Counselors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $54.9K in Q2 2024.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.