Ancora Advisors’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-800
| Closed | -$17K | – | 1504 |
|
|
2020
Q1 | $17K | Sell |
800
-9,200
| -92% | -$239K | ﹤0.01% | 1091 |
|
|
2019
Q4 | $280K | Sell |
10,000
-152
| -1% | -$4.14K | 0.01% | 598 |
|
|
2019
Q3 | $282K | Sell |
10,152
-800
| -7% | -$22K | 0.01% | 548 |
|
|
2019
Q2 | $303K | Sell |
10,952
-12,353
| -53% | -$353K | 0.01% | 500 |
|
|
2019
Q1 | $684K | Sell |
23,305
-19,616
| -46% | -$572K | 0.03% | 365 |
|
|
2018
Q4 | $1.24M | Sell |
42,921
-8,352
| -16% | -$271K | 0.06% | 258 |
|
|
2018
Q3 | $1.82M | Buy |
51,273
+20,063
| +64% | +$701K | 0.07% | 250 |
|
|
2018
Q2 | $1.03M | Buy |
31,210
+1,913
| +7% | +$63.2K | 0.04% | 329 |
|
|
2018
Q1 | $951K | Buy |
29,297
+295
| +1% | +$9.72K | 0.04% | 344 |
|
|
2017
Q4 | $945K | Buy |
29,002
+1,267
| +5% | +$40.1K | 0.05% | 315 |
|
|
2017
Q3 | $855K | Buy |
27,735
+1,509
| +6% | +$45.4K | 0.05% | 353 |
|
|
2017
Q2 | $792K | Hold |
26,226
| – | – | 0.05% | 347 |
|
|
2017
Q1 | $761K | Buy |
26,226
+16,742
| +177% | +$475K | 0.05% | 353 |
|
|
2016
Q4 | $260K | Buy |
+9,484
| New | +$261K | 0.02% | 514 |
|
Ancora Advisors's DYLS Position: Q2 2020 in Review
Ancora Advisors sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q2 2020, closing a stake of 800 shares — an estimated $17K sold.
Ancora Advisors first reported a position in DYLS in Q4 2016 and held it in 14 quarters. The position peaked at $1.82M in Q3 2018. 0 funds tracked by Wall St. Rank hold DYLS as of Q2 2020.
- Ancora Advisors reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q2 2020 after selling out during the quarter.
- Ancora Advisors sold 800 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q2 2020, an estimated $17K.
- Ancora Advisors first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2016 and held it in 14 quarters.
- Ancora Advisors's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $1.82M in Q3 2018.
- 0 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q2 2020.
Based on Ancora Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.