Burns Matteson Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,565
| Closed | -$1.2M | – | 201 |
|
|
2025
Q1 | $1.2M | Buy |
27,565
+2,660
| +11% | +$115K | 0.64% | 35 |
|
|
2024
Q4 | $1.08M | Sell |
24,905
-398
| -2% | -$17.3K | 0.61% | 35 |
|
|
2024
Q3 | $1.16M | Buy |
25,303
+5,401
| +27% | +$247K | 0.65% | 32 |
|
|
2024
Q2 | $907K | Buy |
19,902
+5,692
| +40% | +$260K | 0.57% | 35 |
|
|
2024
Q1 | $653K | Buy |
14,210
+8,999
| +173% | +$413K | 0.42% | 50 |
|
|
2023
Q4 | $219K | Buy |
+5,211
| New | +$219K | 0.15% | 123 |
|