Creative Financial Designs’s WisdomTree Dynamic Bearish U.S. Equity Fund DYB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-600
Closed -$12K 632
2019
Q4
$12K Sell
600
-800
-57% -$16.9K 0.01% 385
2019
Q3
$32K Sell
1,400
-500
-26% -$11K 0.02% 277
2019
Q2
$41K Buy
1,900
+350
+23% +$7.73K 0.02% 247
2019
Q1
$36K Hold
1,550
0.02% 246
2018
Q4
$38K Hold
1,550
0.03% 218
2018
Q3
$41K Hold
1,550
0.02% 250
2018
Q2
$40K Buy
+1,550
New +$40.3K 0.02% 267

Creative Financial Designs's DYB Position: Q1 2020 in Review

Creative Financial Designs sold out of WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) in Q1 2020, closing a stake of 600 shares — an estimated $12K sold.

Creative Financial Designs first reported a position in DYB in Q2 2018 and held it in 7 quarters. The position peaked at $41K in Q2 2019. 0 funds tracked by Wall St. Rank hold DYB as of Q1 2020.

  • Creative Financial Designs reported no remaining WisdomTree Dynamic Bearish U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Creative Financial Designs sold 600 WisdomTree Dynamic Bearish U.S. Equity Fund shares in Q1 2020, an estimated $12K.
  • Creative Financial Designs first reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund in Q2 2018 and held it in 7 quarters.
  • Creative Financial Designs's WisdomTree Dynamic Bearish U.S. Equity Fund position peaked at $41K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held WisdomTree Dynamic Bearish U.S. Equity Fund as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.