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

Creative Financial Designs’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	-590	Closed	-$17K	–	629
2019 Q4	$17K	Sell	590 -455	-44%	-$12.4K	0.01%	349
2019 Q3	$28K	Sell	1,045 -445	-30%	-$12.2K	0.02%	297
2019 Q2	$41K	Buy	1,490 +350	+31%	+$10K	0.02%	246
2019 Q1	$33K	Buy	1,140 +125	+12%	+$3.65K	0.02%	252
2018 Q4	$29K	Hold	1,015	–	–	0.02%	242
2018 Q3	$36K	Hold	1,015	–	–	0.02%	261
2018 Q2	$34K	Buy	+1,015	New	+$33.5K	0.02%	286

Other funds holding DYLS

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Financial Designs sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2020, closing a stake of 590 shares — an estimated $17K sold.

Creative Financial Designs first reported a position in DYLS in Q2 2018 and held it in 7 quarters. The position peaked at $41K in Q2 2019. 16 funds tracked by Wall St. Rank hold DYLS as of Q1 2020.

Creative Financial Designs reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 590 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2020, an estimated $17K.
Creative Financial Designs first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2018 and held it in 7 quarters.
Creative Financial Designs's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $41K in Q2 2019.
16 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2020.

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