BB&T Securities’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

BB&T Securities’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 Q3	–	Sell	-8,492	Closed	-$235K	–	1710
2019 Q2	$235K	Sell	8,492 -2,601	-23%	-$74.4K	﹤0.01%	1439
2019 Q1	$325K	Sell	11,093 -22,812	-67%	-$666K	﹤0.01%	1253
2018 Q4	$982K	Buy	33,905 +18,823	+125%	+$611K	0.01%	747
2018 Q3	$534K	Sell	15,082 -32	-0.2%	-$1.12K	0.01%	1050
2018 Q2	$499K	Buy	15,114 +2,017	+15%	+$66.6K	0.01%	1083
2018 Q1	$424K	Buy	13,097 +5,434	+71%	+$179K	﹤0.01%	1094
2017 Q4	$249K	Buy	+7,663	New	+$243K	﹤0.01%	1257

Other funds holding DYLS

LTFS

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

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BB&T Securities's DYLS Position: Q3 2019 in Review

BB&T Securities sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2019, closing a stake of 8,492 shares — an estimated $235K sold.

BB&T Securities first reported a position in DYLS in Q4 2017 and held it in 7 quarters. The position peaked at $982K in Q4 2018. 28 funds tracked by Wall St. Rank hold DYLS as of Q3 2019.

BB&T Securities reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2019 after selling out during the quarter.
BB&T Securities sold 8,492 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2019, an estimated $235K.
BB&T Securities first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2017 and held it in 7 quarters.
BB&T Securities's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $982K in Q4 2018.
28 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.