Bay Colony Advisors’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Bay Colony Advisors’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 Q3	–	Sell	-1,111	Closed	-$37K	–	994
2018 Q2	$37K	Buy	+1,111	New	+$36.7K	0.03%	417

Other funds holding DYLS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Bay Colony Advisors's DYLS Position: Q3 2018 in Review

Bay Colony Advisors sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2018, closing a stake of 1,111 shares — an estimated $37K sold.

Bay Colony Advisors first reported a position in DYLS in Q2 2018 and held it in 1 quarter. The position peaked at $37K in Q2 2018. 28 funds tracked by Wall St. Rank hold DYLS as of Q3 2018.

Bay Colony Advisors reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2018 after selling out during the quarter.
Bay Colony Advisors sold 1,111 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2018, an estimated $37K.
Bay Colony Advisors first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2018 and held it in 1 quarter.
Bay Colony Advisors's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $37K in Q2 2018.
28 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.