Burns Matteson Capital Management, LLC Wisdomtree Tr Transaction History

Burns Matteson Capital Management, LLC

  • $186 Billion
  • Q1 2025

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 27,565 shares of IHDG stock, worth $1.19 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
27,565
Previous 24,905 10.68%
Holding current value
$1.19 Million
Previous $1.08 Billion 10.5%
% of portfolio
0.64%
Previous 0.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$43.4 - $47.51 $115,444 - $126,376
2,660 Added 10.68%
27,565 $1.2 Billion
Q4 2024

Jan 28, 2025
SELL
$43.38 - $46.0 $17,265 - $18,308
-398 Reduced 1.57%
24,905 $1.08 Billion
Q3 2024

Oct 10, 2024
BUY
$42.42 - $46.78 $229,110 - $252,658
5,401 Added 27.14%
25,303 $1.16 Billion
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

# of Institutions
281
Shares Held
51.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email