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Mayflower Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Mayflower Financial Advisors’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$326K Hold
4,105
– – 0.05% 309
2025
Q1 		$316K Hold
4,105
– – 0.05% 296
2024
Q4 		$311K Hold
4,105
– – 0.05% 290
2024
Q3 		$315K Hold
4,105
– – 0.05% 284
2024
Q2 		$291K Buy
+4,105
New +$291K 0.05% 287