ADL
DYLS

Asset Dedication LLC’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Asset Dedication LLC’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
2017
Q3 		– Sell
-76
Closed -$2K – 412
2017
Q2 		$2K Hold
76
– – ﹤0.01% 369
2017
Q1 		$2K Sell
76
-74
-49% -$2.1K ﹤0.01% 365
2016
Q4 		$4K Buy
150
+70
+88% +$1.92K ﹤0.01% 350
2016
Q3 		$2K Buy
+80
New +$2.21K ﹤0.01% 394

Other funds holding DYLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Asset Dedication LLC's DYLS Position: Q3 2017 in Review

Asset Dedication LLC sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2017, closing a stake of 76 shares — an estimated $2K sold.

Asset Dedication LLC first reported a position in DYLS in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q4 2016. 10 funds tracked by Wall St. Rank hold DYLS as of Q3 2017.

  • Asset Dedication LLC reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2017 after selling out during the quarter.
  • Asset Dedication LLC sold 76 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2017, an estimated $2K.
  • Asset Dedication LLC first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2016 and held it in 4 quarters.
  • Asset Dedication LLC's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $4K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2017.

Based on Asset Dedication LLC's 13F filing for Q3 2017, filed 18 Oct 2017.