Klingman & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Klingman & Associates’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 Q1	$451K	Hold	5,129	–	–	0.02%	202
2025 Q4	$459K	Sell	5,129 -2,224	-30%	-$198K	0.02%	198
2025 Q3	$654K	Hold	7,353	–	–	0.03%	158
2025 Q2	$616K	Hold	7,353	–	–	0.03%	150
2025 Q1	$587K	Buy	7,353 +47	+0.6%	+$3.85K	0.04%	140
2024 Q4	$591K	Hold	7,306	–	–	0.04%	134
2024 Q3	$608K	Hold	7,306	–	–	0.04%	143
2024 Q2	$570K	Hold	7,306	–	–	0.04%	131
2024 Q1	$557K	Hold	7,306	–	–	0.04%	131
2023 Q4	$513K	Hold	7,306	–	–	0.04%	131
2023 Q3	$464K	Buy	7,306 +1,226	+20%	+$81.5K	0.04%	136
2023 Q2	$405K	Hold	6,080	–	–	0.03%	146
2023 Q1	$379K	Hold	6,080	–	–	0.03%	140
2022 Q4	$367K	Hold	6,080	–	–	0.03%	142
2022 Q3	$328K	Hold	6,080	–	–	0.03%	140
2022 Q2	$348K	Buy	6,080 +889	+17%	+$53.9K	0.03%	141
2022 Q1	$331K	Buy	+5,191	New	+$328K	0.03%	152

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Klingman & Associates's DGRW Position: Q1 2026 in Review

Klingman & Associates held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 5,129 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #202.

Klingman & Associates first reported a position in DGRW in Q1 2022 and has held it in 17 quarters since. The position peaked at $654K in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Klingman & Associates held 5,129 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $451K as of Q1 2026.
Klingman & Associates left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #202 holding.
Klingman & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 17 quarters since.
Klingman & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $654K in Q3 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.