AI
DYB

Atria Investments’s WisdomTree Dynamic Bearish U.S. Equity Fund DYB Stock Holding History

Atria Investments’s Portfolio DYB Stock Details DYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-55,951
Closed -$1.39M – 1060
2018
Q4 		$1.39M Buy
55,951
+22,616
+68% +$581K 0.06% 237
2018
Q3 		$881K Buy
33,335
+2,823
+9% +$74.7K 0.03% 431
2018
Q2 		$794K Buy
+30,512
New +$793K 0.03% 430

Other funds holding DYB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Atria Investments's DYB Position: Q1 2019 in Review

Atria Investments sold out of WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) in Q1 2019, closing a stake of 55,951 shares — an estimated $1.39M sold.

Atria Investments first reported a position in DYB in Q2 2018 and held it in 3 quarters. The position peaked at $1.39M in Q4 2018. 6 funds tracked by Wall St. Rank hold DYB as of Q1 2019.

  • Atria Investments reported no remaining WisdomTree Dynamic Bearish U.S. Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 55,951 WisdomTree Dynamic Bearish U.S. Equity Fund shares in Q1 2019, an estimated $1.39M.
  • Atria Investments first reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund in Q2 2018 and held it in 3 quarters.
  • Atria Investments's WisdomTree Dynamic Bearish U.S. Equity Fund position peaked at $1.39M in Q4 2018.
  • 6 funds tracked by Wall St. Rank held WisdomTree Dynamic Bearish U.S. Equity Fund as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.