Klingman & Associates’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Klingman & Associates’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	$280K	Hold	3,000	–	–	0.01%	280
2026 Q1	$259K	Hold	3,000	–	–	0.01%	280
2025 Q4	$255K	Hold	3,000	–	–	0.01%	281
2025 Q3	$252K	Buy	+3,000	New	+$246K	0.01%	286

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

Klingman & Associates's DTD Position: Q2 2026 in Review

Klingman & Associates held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 3,000 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #280.

Klingman & Associates first reported a position in DTD in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Klingman & Associates held 3,000 shares of WisdomTree US Total Dividend Fund worth $280K as of Q2 2026.
Klingman & Associates left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #280 holding.
Klingman & Associates first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 4 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.