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 Q3	$280K	Hold	3,000	–	–	0.01%	341
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

626 Financial Portage, Michigan $261M AUM 15.91% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Pinnacle Financial Group Western Springs, Illinois $416M AUM 12.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Klingman & Associates's DTD Position: Q3 2026 in Review

Klingman & Associates held its WisdomTree US Total Dividend Fund (DTD) position steady in Q3 2026 at 3,000 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #341.

Klingman & Associates first reported a position in DTD in Q3 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold DTD as of Q3 2026.

Klingman & Associates held 3,000 shares of WisdomTree US Total Dividend Fund worth $280K as of Q3 2026.
Klingman & Associates left its WisdomTree US Total Dividend Fund share count unchanged in Q3 2026.
WisdomTree US Total Dividend Fund made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #341 holding.
Klingman & Associates first reported a position in WisdomTree US Total Dividend Fund in Q3 2025 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.