AWM
DYLS

AE Wealth Management’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

AE Wealth Management’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
Q3 		– Sell
-32,516
Closed -$900K – 1084
2019
Q2 		$900K Buy
+32,516
New +$930K 0.03% 429

Other funds holding DYLS

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's DYLS Position: Q3 2019 in Review

AE Wealth Management sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2019, closing a stake of 32,516 shares — an estimated $900K sold.

AE Wealth Management first reported a position in DYLS in Q2 2019 and held it in 1 quarter. The position peaked at $900K in Q2 2019. 28 funds tracked by Wall St. Rank hold DYLS as of Q3 2019.

  • AE Wealth Management reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2019 after selling out during the quarter.
  • AE Wealth Management sold 32,516 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2019, an estimated $900K.
  • AE Wealth Management first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2019 and held it in 1 quarter.
  • AE Wealth Management's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $900K in Q2 2019.
  • 28 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2019.

Based on AE Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.