AIA
DYLS

Avalon Investment & Advisory’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Avalon Investment & Advisory’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
2019
Q4 		– Sell
-16,059
Closed -$446K – 344
2019
Q3 		$446K Sell
16,059
-10,405
-39% -$286K 0.01% 262
2019
Q2 		$733K Buy
+26,464
New +$757K 0.02% 258

Other funds holding DYLS

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Avalon Investment & Advisory's DYLS Position: Q4 2019 in Review

Avalon Investment & Advisory sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2019, closing a stake of 16,059 shares — an estimated $446K sold.

Avalon Investment & Advisory first reported a position in DYLS in Q2 2019 and held it in 2 quarters. The position peaked at $733K in Q2 2019. 22 funds tracked by Wall St. Rank hold DYLS as of Q4 2019.

  • Avalon Investment & Advisory reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 16,059 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2019, an estimated $446K.
  • Avalon Investment & Advisory first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2019 and held it in 2 quarters.
  • Avalon Investment & Advisory's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $733K in Q2 2019.
  • 22 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2019.

Based on Avalon Investment & Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.