AI
DYLS

Atria Investments’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Atria Investments’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
-26,710
Closed -$946K – 1045
2018
Q3 		$946K Buy
26,710
+1,974
+8% +$68.9K 0.04% 410
2018
Q2 		$818K Buy
+24,736
New +$817K 0.04% 418

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

Atria Investments's DYLS Position: Q4 2018 in Review

Atria Investments sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2018, closing a stake of 26,710 shares — an estimated $946K sold.

Atria Investments first reported a position in DYLS in Q2 2018 and held it in 2 quarters. The position peaked at $946K in Q3 2018. 30 funds tracked by Wall St. Rank hold DYLS as of Q4 2018.

  • Atria Investments reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Atria Investments sold 26,710 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2018, an estimated $946K.
  • Atria Investments first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2018 and held it in 2 quarters.
  • Atria Investments's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $946K 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 Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.