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WisdomTree Total Dividend Fund shares owned by Mayflower Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total 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 Total Dividend Fund by Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 4.1k 84.00
2025-06-30 $326k 4.1k 79.52
2025-03-31 $316k 4.1k 76.95
2024-12-31 $311k 4.1k 75.86
2024-09-30 $315k 4.1k 76.68
2024-06-30 $291k 4.1k 70.83

More positions owned by Mayflower Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wayfair Cl A (W)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Mayflower Financial Advisors

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Raymond James Financial
Retirement Planning Group
HighTower Advisors
Kestra Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Melone Private Wealth
Cornerstone Planning Group
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund