CA
DYLS

Calton & Associates’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Calton & Associates’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
Q1 		– Sell
-285
Closed -$9K – 1427
2017
Q4 		$9K Buy
+285
New +$9.03K ﹤0.01% 1109

Other funds holding DYLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AF
AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calton & Associates's DYLS Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2018, closing a stake of 285 shares — an estimated $9K sold.

Calton & Associates first reported a position in DYLS in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 16 funds tracked by Wall St. Rank hold DYLS as of Q1 2018.

  • Calton & Associates reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 285 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2018, an estimated $9K.
  • Calton & Associates first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $9K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.