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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Klingman & Associates held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 3,000 shares worth $259K. 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 3 quarters since. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

Klingman & Associates held 3,000 shares of WisdomTree US Total Dividend Fund worth $259K as of Q1 2026.
Klingman & Associates left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #280 holding.
Klingman & Associates first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 3 quarters since.
210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

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