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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,600
Closed -$279K 154
2022
Q4
$279K Buy
4,600
+604
+15% +$36.6K 0.18% 121
2022
Q3
$217K Buy
+3,996
New +$217K 0.16% 106