6F
DTD icon

626 Financial’s WisdomTree US Total Dividend Fund DTD Stock Holding History

626 Financial’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.5M Buy
305,791
+10,889
+4% +$994K 11.11% 1
2026
Q1 		$25.5M Sell
294,902
-18,982
-6% -$1.67M 11.35% 1
2025
Q4 		$26.6M Buy
313,884
+5,328
+2% +$449K 11.46% 1
2025
Q3 		$25.9M Sell
308,556
-1,455
-0.5% -$119K 11.37% 2
2025
Q2 		$24.7M Sell
310,011
-2,719
-0.9% -$206K 11.53% 2
2025
Q1 		$24.1M Buy
312,730
+8,921
+3% +$693K 12.39% 2
2024
Q4 		$23M Buy
303,809
+5,115
+2% +$399K 12.43% 1
2024
Q3 		$22.9M Sell
298,694
-3,696
-1% -$272K 12.68% 1
2024
Q2 		$21.4M Buy
302,390
+5,184
+2% +$361K 12.38% 1
2024
Q1 		$21M Buy
297,206
+4,341
+1% +$292K 12.66% 2
2023
Q4 		$19.1M Sell
292,865
-21,683
-7% -$1.33M 12.66% 1
2023
Q3 		$18.9M Sell
314,548
-1,418
-0.4% -$88.6K 12.8% 1
2023
Q2 		$19.6M Buy
315,966
+5,804
+2% +$351K 12.52% 2
2023
Q1 		$18.8M Sell
310,162
-781
-0.3% -$47.7K 12.45% 1
2022
Q4 		$18.9M Sell
310,943
-415
-0.1% -$24.9K 13.11% 1
2022
Q3 		$16.9M Buy
311,358
+2,120
+0.7% +$126K 13.68% 1
2022
Q2 		$17.9M Buy
309,238
+5,395
+2% +$333K 13.57% 1
2022
Q1 		$19.6M Sell
303,843
-65,505
-18% -$4.17M 12.56% 1
2021
Q4 		$23.9M Buy
+369,348
New +$23M 14.64% 1
2021
Q1 		$19.6M Buy
+607,686
New +$32.9M 12.56% 1

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

626 Financial's DTD Position: Q2 2026 in Review

626 Financial increased its WisdomTree US Total Dividend Fund (DTD) stake by 3.7% in Q2 2026, buying an estimated $994K and bringing the position to 305,791 shares worth $28.5M. The position accounts for 11.11% of the portfolio, ranked #1.

626 Financial first reported a position in DTD in Q1 2021 and has held it in 20 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • 626 Financial held 305,791 shares of WisdomTree US Total Dividend Fund worth $28.5M as of Q2 2026.
  • 626 Financial bought 10,889 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $994K.
  • WisdomTree US Total Dividend Fund made up 11.11% of 626 Financial's portfolio in Q2 2026, its #1 holding.
  • 626 Financial first reported a position in WisdomTree US Total Dividend Fund in Q1 2021 and has held it in 20 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.