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

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return