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

CreativeOne Wealth’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 Q2	–	Sell	-14,306	Closed	-$310K	–	262
2020 Q1	$310K	Buy	14,306 +1,581	+12%	+$41K	0.06%	147
2019 Q4	$357K	Buy	12,725 +993	+8%	+$27K	0.06%	143
2019 Q3	$326K	Buy	11,732 +2,026	+21%	+$55.6K	0.06%	123
2019 Q2	$269K	Buy	+9,706	New	+$278K	0.06%	139

CreativeOne Wealth's DYLS Position: Q2 2020 in Review

CreativeOne Wealth sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q2 2020, closing a stake of 14,306 shares — an estimated $310K sold.

CreativeOne Wealth first reported a position in DYLS in Q2 2019 and held it in 4 quarters. The position peaked at $357K in Q4 2019. 0 funds tracked by Wall St. Rank hold DYLS as of Q2 2020.

CreativeOne Wealth reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q2 2020 after selling out during the quarter.
CreativeOne Wealth sold 14,306 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q2 2020, an estimated $310K.
CreativeOne Wealth first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2019 and held it in 4 quarters.
CreativeOne Wealth's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $357K in Q4 2019.
0 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q2 2020.

Based on CreativeOne Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.