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wisdomtreetrusdivd.. shares owned by Burns Matteson Capital Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Burns Matteson Capital Management from 13F filings

Historical chart of Burns Matteson Capital Management investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Burns Matteson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Burns Matteson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 52k 83.21
2024-06-30 $3.1M 40k 78.05
2024-03-31 $2.0M 26k 76.19
2023-12-31 $314k 4.5k 70.28

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Corning Stock (GLW)
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Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
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Omega Healthcare Invs Reit (OHI)
Microsoft Corp Stock (MSFT)
Weyerhaeuser Reit (WY)
Spdr Gold Shares Etf (GLD)
Amazon Stock (AMZN)

View all positions for Burns Matteson Capital Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
HighTower Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management

View all funds holding wisdomtreetrusdivd..