Mayflower Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
Other funds holding DTD
MPW
FRA
EF
CAC
CWM
SG
JWA
KFP
SWM
Mayflower Financial Advisors's DTD Position: Q2 2026 in Review
Mayflower Financial Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q2 2026 at 4,105 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #331.
Mayflower Financial Advisors first reported a position in DTD in Q2 2024 and has held it in 9 quarters since. 22 funds tracked by Wall St. Rank hold DTD as of Q2 2026.
- Mayflower Financial Advisors held 4,105 shares of WisdomTree US Total Dividend Fund worth $383K as of Q2 2026.
- Mayflower Financial Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q2 2026.
- WisdomTree US Total Dividend Fund made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #331 holding.
- Mayflower Financial Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2024 and has held it in 9 quarters since.
- 22 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.
Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.