AWA
DYLS

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

Arete Wealth Advisors’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
2018
Q4 		– Sell
-212,900
Closed -$7.54M – 419
2018
Q3 		$7.54M Buy
+212,900
New +$7.43M 1.67% 11

Other funds holding DYLS

ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arete Wealth Advisors's DYLS Position: Q4 2018 in Review

Arete Wealth Advisors sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2018, closing a stake of 212,900 shares — an estimated $7.54M sold.

Arete Wealth Advisors first reported a position in DYLS in Q3 2018 and held it in 1 quarter. The position peaked at $7.54M in Q3 2018. 30 funds tracked by Wall St. Rank hold DYLS as of Q4 2018.

  • Arete Wealth Advisors reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 212,900 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2018, an estimated $7.54M.
  • Arete Wealth Advisors first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2018 and held it in 1 quarter.
  • Arete Wealth Advisors's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $7.54M in Q3 2018.
  • 30 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2018.

Based on Arete Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.