SHELTON CAPITAL MANAGEMENT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 185 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SHELTON CAPITAL MANAGEMENT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$206,000
-0.5%
2,889
+0.5%
0.01%
-7.7%
Q2 2018$207,000
-8.4%
2,874
-2.3%
0.01%
-13.3%
Q4 2017$226,000
+3.2%
2,942
-0.5%
0.02%0.0%
Q3 2017$219,000
+2.8%
2,957
-3.3%
0.02%0.0%
Q2 2017$213,0003,0570.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Great Point Wealth Advisors, LLC 221,771$16,019,0006.13%
3D/L Capital Management, LLC 308,036$22,249,0005.64%
Efficient Advisors, LLC 551,119$39,807,0005.46%
Savant Capital, LLC 1,310,051$94,625,0005.07%
Shakespeare Wealth Management, LLC 141,639$10,231,0004.21%
Tacita Capital Inc 81,125$5,860,0003.80%
McLean Asset Management Corp 56,921$4,291,0003.39%
Larson Financial Group LLC 114,906$8,300,0002.44%
Neumann Capital Management, LLC 52,550$3,796,0001.80%
Carlson Capital Management 136,746$9,877,0001.70%
View complete list of WISDOMTREE TR shareholders