Burns Matteson Capital Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Burns Matteson Capital Management’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
2023 Q1	–	Sell	-4,600	Closed	-$279K	–	156
2022 Q4	$279K	Buy	4,600 +604	+15%	+$36.2K	0.18%	121
2022 Q3	$217K	Buy	+3,996	New	+$238K	0.16%	106

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burns Matteson Capital Management's DTD Position: Q1 2023 in Review

Burns Matteson Capital Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q1 2023, closing a stake of 4,600 shares — an estimated $279K sold.

Burns Matteson Capital Management first reported a position in DTD in Q3 2022 and held it in 2 quarters. The position peaked at $279K in Q4 2022. 169 funds tracked by Wall St. Rank hold DTD as of Q1 2023.

Burns Matteson Capital Management reported no remaining WisdomTree US Total Dividend Fund position as of Q1 2023 after selling out during the quarter.
Burns Matteson Capital Management sold 4,600 WisdomTree US Total Dividend Fund shares in Q1 2023, an estimated $279K.
Burns Matteson Capital Management first reported a position in WisdomTree US Total Dividend Fund in Q3 2022 and held it in 2 quarters.
Burns Matteson Capital Management's WisdomTree US Total Dividend Fund position peaked at $279K in Q4 2022.
169 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2023.

Based on Burns Matteson Capital Management's 13F filing for Q1 2023, filed 12 Dec 2023.