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

AllSquare 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
2020 Q1	–	Sell	-106	Closed	-$3K	–	486
2019 Q4	$3K	Hold	106	–	–	﹤0.01%	410
2019 Q3	$3K	Sell	106 -450	-81%	-$12.4K	﹤0.01%	408
2019 Q2	$15K	Hold	556	–	–	0.01%	297
2019 Q1	$16K	Hold	556	–	–	0.01%	282
2018 Q4	$16K	Hold	556	–	–	0.01%	264
2018 Q3	$20K	Buy	+556	New	+$19.4K	0.01%	276

Other funds holding DYLS

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllSquare Wealth Management's DYLS Position: Q1 2020 in Review

AllSquare Wealth Management sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2020, closing a stake of 106 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in DYLS in Q3 2018 and held it in 6 quarters. The position peaked at $20K in Q3 2018. 16 funds tracked by Wall St. Rank hold DYLS as of Q1 2020.

AllSquare Wealth Management reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
AllSquare Wealth Management sold 106 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2020, an estimated $3K.
AllSquare Wealth Management first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2018 and held it in 6 quarters.
AllSquare Wealth Management's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $20K in Q3 2018.
16 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2020.

Based on AllSquare Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.