CT
DYLS

CPF Texas’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

CPF Texas’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
Q3 		$22K Buy
+609
New +$21.3K 0.01% 211

Other funds holding DYLS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

CPF Texas's DYLS Position: Q3 2018 in Review

CPF Texas opened a new position in WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2018: 609 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings.

28 funds tracked by Wall St. Rank hold DYLS as of Q3 2018.

  • CPF Texas held 609 shares of WisdomTree Dynamic Long/Short U.S. Equity Fund worth $22K as of Q3 2018.
  • WisdomTree Dynamic Long/Short U.S. Equity Fund was a new CPF Texas position in Q3 2018.
  • WisdomTree Dynamic Long/Short U.S. Equity Fund made up 0.01% of CPF Texas's portfolio in Q3 2018, its #211 holding.
  • 28 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2018.

Based on CPF Texas's 13F filing for Q3 2018, filed 14 Nov 2018.