CFG
DYLS

Cooper Financial Group’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Cooper Financial Group’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
-8,732
Closed -$245K – 182
2019
Q4 		$245K Buy
+8,732
New +$238K 0.1% 133

Other funds holding DYLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cooper Financial Group's DYLS Position: Q1 2020 in Review

Cooper Financial Group sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2020, closing a stake of 8,732 shares — an estimated $245K sold.

Cooper Financial Group first reported a position in DYLS in Q4 2019 and held it in 1 quarter. The position peaked at $245K in Q4 2019. 16 funds tracked by Wall St. Rank hold DYLS as of Q1 2020.

  • Cooper Financial Group reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Cooper Financial Group sold 8,732 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2020, an estimated $245K.
  • Cooper Financial Group first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2019 and held it in 1 quarter.
  • Cooper Financial Group's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $245K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2020.

Based on Cooper Financial Group's 13F filing for Q1 2020, filed 15 May 2020.