Carson Wealth (CWM LLC)
DYLS

Carson Wealth (CWM LLC)’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-265
Closed -$8K – 3432
2018
Q4 		$8K Buy
+265
New +$8.6K ﹤0.01% 1429

Other funds holding DYLS

ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DYLS Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2019, closing a stake of 265 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in DYLS in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 26 funds tracked by Wall St. Rank hold DYLS as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 265 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2019, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $8K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.