A detailed history of Burns Matteson Capital Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 19,902 shares of IHDG stock, worth $903,749. This represents 0.57% of its overall portfolio holdings.

Number of Shares
19,902
Previous 14,210 40.06%
Holding current value
$903,749
Previous $653 Million 38.99%
% of portfolio
0.57%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$43.96 - $46.57 $250,220 - $265,076
5,692 Added 40.06%
19,902 $907 Million
Q1 2024

May 13, 2024

BUY
$41.39 - $45.98 $372,468 - $413,774
8,999 Added 172.69%
14,210 $653 Million
Q4 2023

Jan 12, 2024

BUY
$37.18 - $42.02 $193,744 - $218,966
5,211 New
5,211 $219 Million

Others Institutions Holding IHDG

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Burns Matteson Capital Management, LLC Portfolio

Follow Burns Matteson Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burns Matteson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burns Matteson Capital Management, LLC with notifications on news.