BFG
DYLS

Barber Financial Group’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Barber Financial Group’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
Q2 		– Sell
-27,790
Closed -$816K – 157
2019
Q1 		$816K Sell
27,790
-23,376
-46% -$682K 0.16% 62
2018
Q4 		$1.48M Buy
+51,166
New +$1.66M 0.32% 53

Other funds holding DYLS

ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Barber Financial Group's DYLS Position: Q2 2019 in Review

Barber Financial Group sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q2 2019, closing a stake of 27,790 shares — an estimated $816K sold.

Barber Financial Group first reported a position in DYLS in Q4 2018 and held it in 2 quarters. The position peaked at $1.48M in Q4 2018. 31 funds tracked by Wall St. Rank hold DYLS as of Q2 2019.

  • Barber Financial Group reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q2 2019 after selling out during the quarter.
  • Barber Financial Group sold 27,790 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q2 2019, an estimated $816K.
  • Barber Financial Group first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2018 and held it in 2 quarters.
  • Barber Financial Group's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $1.48M in Q4 2018.
  • 31 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q2 2019.

Based on Barber Financial Group's 13F filing for Q2 2019, filed 9 Aug 2019.