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GAMMA Investing’s WisdomTree US Total Dividend Fund DTD Stock Holding History

GAMMA Investing’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
Q3 		$47.6K Buy
+510
New +$48.8K ﹤0.01% 2398
2025
Q2 		– Sell
-160
Closed -$12.3K – 3810
2025
Q1 		$12.3K Buy
+160
New +$12.4K ﹤0.01% 2646

Other funds holding DTD

CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIAS
PCA Investment Advisory Services Cincinnati, Ohio $368M AUM 14.36% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's DTD Position: Q3 2026 in Review

GAMMA Investing opened a new position in WisdomTree US Total Dividend Fund (DTD) in Q3 2026: 510 shares worth $47.6K. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings. This is a return to the name: GAMMA Investing previously reported a position in DTD as recently as Q1 2025.

GAMMA Investing first reported a position in DTD in Q1 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

  • GAMMA Investing held 510 shares of WisdomTree US Total Dividend Fund worth $47.6K as of Q3 2026.
  • WisdomTree US Total Dividend Fund was a new GAMMA Investing position in Q3 2026.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2398 holding.
  • GAMMA Investing first reported a position in WisdomTree US Total Dividend Fund in Q1 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.