CreativeOne Wealth’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,306
| Closed | -$310K | – | 262 |
|
|
2020
Q1 | $310K | Buy |
14,306
+1,581
| +12% | +$34.3K | 0.06% | 147 |
|
|
2019
Q4 | $357K | Buy |
12,725
+993
| +8% | +$27.9K | 0.06% | 143 |
|
|
2019
Q3 | $326K | Buy |
11,732
+2,026
| +21% | +$56.3K | 0.06% | 123 |
|
|
2019
Q2 | $269K | Buy |
+9,706
| New | +$269K | 0.06% | 139 |
|