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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$383K	Hold	4,105	–	–	0.03%	331
2026 Q1	$355K	Hold	4,105	–	–	0.04%	316
2025 Q4	$348K	Hold	4,105	–	–	0.04%	312
2025 Q3	$345K	Hold	4,105	–	–	0.04%	312
2025 Q2	$326K	Hold	4,105	–	–	0.05%	310
2025 Q1	$316K	Hold	4,105	–	–	0.05%	297
2024 Q4	$311K	Hold	4,105	–	–	0.05%	292
2024 Q3	$315K	Hold	4,105	–	–	0.05%	286
2024 Q2	$291K	Buy	+4,105	New	+$286K	0.05%	289

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

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. 211 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.
211 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.