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WisdomTree LargeCap Dividend Fund shares owned by Mayflower Financial Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Mayflower Financial Advisors from 13F filings

Historical chart of Mayflower Financial Advisors investment in WisdomTree LargeCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Mayflower Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 2.3k 96.31
2022-09-30 $2.3M 41k 55.26

More positions owned by Mayflower Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Duke Energy Corp Com New (DUK)
McDonald's Corporation (MCD)
Abbvie (ABBV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Altria (MO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Mayflower Financial Advisors

Top funds holding WisdomTree LargeCap Dividend Fund

LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Ameriprise Financial
Creative Planning
Great Valley Advisor Group
UBS Group
Bank of America Corporation
Trilogy Capital
Evercore Wealth Management
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Dividend Fund