DTD · Insider trading · 13F holders · Congress trades
Wisdomtree U.S. Total Dividend Fund (DTD)
Who is buying and selling DTD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 19
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
DTD at a glance
- No open-market insider purchases or sales of DTD were filed in the last 90 days.
- 19 13F filers hold DTD among their 50 largest positions, worth $134.8M combined. The biggest bets by portfolio weight are 626 Financial, LLC (11.2%), Pinnacle Financial Group, LLC / IL (5.3%) and Melone Private Wealth, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- Members of Congress have disclosed 1 DTD trade since 2021, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Jul 16, 2021.
- DTD last closed at $97.19 on Oct 30, 2026.
DTD insider trading
No open-market insider purchases or sales of DTD were filed in the last 90 days.
Who owns DTD? Hedge funds and superinvestors
19 13F filers hold DTD among their 50 largest positions, worth $134.8M combined. The biggest bets by portfolio weight are 626 Financial, LLC (11.2%), Pinnacle Financial Group, LLC / IL (5.3%) and Melone Private Wealth, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| 626 Financial, LLCWealth manager | 11.2% | $28.5M | 305,791 | +3.7% shares | Q2 2026 |
| Connecticut Wealth Management, LLCWealth manager | 0.9% | $24.9M | 266,052 | -0.3% shares | Q3 2026 |
| Pinnacle Financial Group, LLC / ILWealth manager | 5.3% | $22.1M | 236,622 | -1.7% shares | Q3 2026 |
| Retirement Planning Group, LLCWealth manager | 0.4% | $15.9M | 170,364 | -15.6% shares | Q3 2026 |
| Vertex Planning Partners, LLCWealth manager | 1.6% | $10.9M | 117,050 | +17.0% shares | Q2 2026 |
| Melone Private Wealth, LLCWealth manager | 3.2% | $8.0M | 86,070 | +3.7% shares | Q3 2026 |
| Ffg Retirement Advisors LLCWealth manager | 3.0% | $5.6M | 59,686 | -0.1% shares | Q3 2026 |
| Envision Financial LLCWealth manager | 1.7% | $3.9M | 41,922 | -5.0% shares | Q3 2026 |
| Lcnb CorpBank & trust | 0.9% | $3.0M | 31,727 | -5.0% shares | Q2 2026 |
| Avant Capital LLCWealth manager | 1.8% | $2.9M | 31,570 | +1.8% shares | Q2 2026 |
| Sonata Capital Group IncWealth manager | 0.6% | $1.8M | 19,049 | +0.0% shares | Q3 2026 |
| Cherrydale Wealth Management, LLCWealth manager | 0.5% | $1.8M | 18,875 | +0.5% shares | Q3 2026 |
| PCA Investment Advisory Services Inc.Institutional asset manager | 0.3% | $1.2M | 12,375 | +0.0% shares | Q3 2026 |
| Panoramic Investment Advisors, LLCWealth manager | 0.5% | $1.1M | 12,121 | +0.5% shares | Q2 2026 |
| OxenFree Capital LLCWealth manager | 0.4% | $931K | 9,806 | +3.1% shares | Q3 2026 |
| Cornerstone Financial Group, LLC /NE/Wealth manager | 0.4% | $727K | 7,800 | +0.0% shares | Q2 2026 |
| Evolution Wealth Management Inc.Wealth manager | 0.4% | $726K | 7,769 | +4.3% shares | Q3 2026 |
| ATLas Financial Planning LLCWealth manager | 0.4% | $457K | 4,900 | +0.0% shares | Q2 2026 |
| Team Financial Group, LLCWealth manager | 0.2% | $418K | 4,488 | +0.1% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 8). Screen DTD in the grand portfolio →
DTD stock trades by members of Congress
Members of Congress have disclosed 1 DTD trade since 2021, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Jul 16, 2021.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 13, 2021 | Tommy TubervilleR-AL · Senate | Buy | $15K–50K | Jul 16, 2021 | +62.6% |
DTD questions and answers
Are insiders buying DTD stock?
No open-market insider purchases or sales of DTD were filed in the last 90 days.
Which hedge funds own DTD?
19 13F filers hold DTD among their 50 largest positions, worth $134.8M combined. The biggest bets by portfolio weight are 626 Financial, LLC (11.2%), Pinnacle Financial Group, LLC / IL (5.3%) and Melone Private Wealth, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded DTD?
Members of Congress have disclosed 1 DTD trade since 2021, 1 purchase and 0 sales in the past year; the latest was Tommy Tuberville (R-AL), buying $15K–50K on Jul 16, 2021.
Who is the largest holder of DTD?
Among 13F filers, 626 Financial, LLC reports the largest DTD position, $28.5M (305,791 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is 626 Financial, LLC's: 11.2% of its portfolio.
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