Shelton Capital Management’s WisdomTree WT Stock Holding History

Shelton Capital Management’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-11,401	Closed	-$27K	–	716
2020 Q1	$27K	Hold	11,401	–	–	﹤0.01%	635
2019 Q4	$55K	Hold	11,401	–	–	﹤0.01%	824
2019 Q3	$60K	Hold	11,401	–	–	﹤0.01%	813
2019 Q2	$70K	Buy	11,401 +11,321	+14,151%	+$76.9K	﹤0.01%	828
2019 Q1	$11.4K	Sell	80 -11,321	-99%	-$77.9K	0.05%	355
2018 Q4	$76K	Sell	11,401 -500	-4%	-$3.63K	0.01%	763
2018 Q3	$101K	Buy	11,901 +500	+4%	+$4.25K	0.01%	904
2018 Q2	$104K	Hold	11,401	–	–	0.01%	845
2018 Q1	$105K	Hold	11,401	–	–	0.01%	824
2017 Q4	$143K	Hold	11,401	–	–	0.01%	838
2017 Q3	$116K	Hold	11,401	–	–	0.01%	820
2017 Q2	$116K	Buy	+11,401	New	+$105K	0.01%	841

Other funds holding WT

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shelton Capital Management's WT Position: Q2 2020 in Review

Shelton Capital Management sold out of WisdomTree (WT) in Q2 2020, closing a stake of 11,401 shares — an estimated $27K sold.

Shelton Capital Management first reported a position in WT in Q2 2017 and held it in 12 quarters. The position peaked at $143K in Q4 2017. 168 funds tracked by Wall St. Rank hold WT as of Q2 2020.

Shelton Capital Management reported no remaining WisdomTree position as of Q2 2020 after selling out during the quarter.
Shelton Capital Management sold 11,401 WisdomTree shares in Q2 2020, an estimated $27K.
Shelton Capital Management first reported a position in WisdomTree in Q2 2017 and held it in 12 quarters.
Shelton Capital Management's WisdomTree position peaked at $143K in Q4 2017.
168 funds tracked by Wall St. Rank held WisdomTree as of Q2 2020.

Based on Shelton Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.