AG
DYLS

Advisor Group’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Advisor Group’s Portfolio DYLS Stock Details DYLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-444
Closed -$12K – 5565
2019
Q3 		$12K Sell
444
-3,026
-87% -$83.1K ﹤0.01% 4264
2019
Q2 		$96K Sell
3,470
-1,436
-29% -$41.1K ﹤0.01% 2894
2019
Q1 		$144K Sell
4,906
-6,277
-56% -$183K ﹤0.01% 2556
2018
Q4 		$324K Sell
11,183
-40,792
-78% -$1.32M ﹤0.01% 1725
2018
Q3 		$1.84M Buy
51,975
+13,865
+36% +$484K 0.02% 673
2018
Q2 		$1.26M Buy
38,110
+8,812
+30% +$291K 0.02% 749
2018
Q1 		$951K Sell
29,298
-1,903
-6% -$62.7K 0.01% 902
2017
Q4 		$1.02M Buy
31,201
+30,991
+14,758% +$982K 0.01% 873
2017
Q3 		$6K Hold
210
– – ﹤0.01% 4233
2017
Q2 		$6K Hold
210
– – ﹤0.01% 4194
2017
Q1 		$6K Hold
210
– – ﹤0.01% 4069
2016
Q4 		$6K Buy
+210
New +$5.77K ﹤0.01% 3881

Other funds holding DYLS

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Advisor Group's DYLS Position: Q4 2019 in Review

Advisor Group sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2019, closing a stake of 444 shares — an estimated $12K sold.

Advisor Group first reported a position in DYLS in Q4 2016 and held it in 12 quarters. The position peaked at $1.84M in Q3 2018. 22 funds tracked by Wall St. Rank hold DYLS as of Q4 2019.

  • Advisor Group reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 444 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2019, an estimated $12K.
  • Advisor Group first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2016 and held it in 12 quarters.
  • Advisor Group's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $1.84M in Q3 2018.
  • 22 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.