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

Brinker Capital 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
2020 Q1	–	Sell	-1,915	Closed	-$54K	–	821
2019 Q4	$54K	Sell	1,915 -525	-22%	-$14.3K	﹤0.01%	417
2019 Q3	$68K	Sell	2,440 -287	-11%	-$7.88K	﹤0.01%	399
2019 Q2	$75K	Sell	2,727 -8,797	-76%	-$252K	﹤0.01%	531
2019 Q1	$338K	Sell	11,524 -4,136	-26%	-$121K	0.01%	301
2018 Q4	$454K	Buy	15,660 +7,876	+101%	+$256K	0.02%	270
2018 Q3	$276K	Hold	7,784	–	–	0.01%	277
2018 Q2	$257K	Hold	7,784	–	–	0.01%	297
2018 Q1	$253K	Hold	7,784	–	–	0.01%	279
2017 Q4	$254K	Hold	7,784	–	–	0.01%	291
2017 Q3	$240K	Buy	+7,784	New	+$234K	0.01%	276

Other funds holding DYLS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

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

Brinker Capital Investments's DYLS Position: Q1 2020 in Review

Brinker Capital Investments sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2020, closing a stake of 1,915 shares — an estimated $54K sold.

Brinker Capital Investments first reported a position in DYLS in Q3 2017 and held it in 10 quarters. The position peaked at $454K in Q4 2018. 16 funds tracked by Wall St. Rank hold DYLS as of Q1 2020.

Brinker Capital Investments reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
Brinker Capital Investments sold 1,915 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2020, an estimated $54K.
Brinker Capital Investments first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2017 and held it in 10 quarters.
Brinker Capital Investments's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $454K in Q4 2018.
16 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.