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

CX Institutional’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	-20,086	Closed	-$435K	–	879
2020 Q1	$435K	Sell	20,086 -3,804	-16%	-$98.7K	0.07%	183
2019 Q4	$670K	Buy	23,890 +125	+0.5%	+$3.4K	0.12%	134
2019 Q3	$660K	Buy	23,765 +1,066	+5%	+$29.3K	0.11%	152
2019 Q2	$628K	Buy	22,699 +11,606	+105%	+$332K	0.1%	147
2019 Q1	$326K	Buy	11,093 +8,278	+294%	+$242K	0.06%	175
2018 Q4	$82K	Sell	2,815 -2,604	-48%	-$84.5K	0.02%	214
2018 Q3	$192K	Buy	5,419 +3,516	+185%	+$123K	0.06%	119
2018 Q2	$63K	Buy	+1,903	New	+$62.9K	0.02%	145

CX Institutional's DYLS Position: Q2 2020 in Review

CX Institutional sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q2 2020, closing a stake of 20,086 shares — an estimated $435K sold.

CX Institutional first reported a position in DYLS in Q2 2018 and held it in 8 quarters. The position peaked at $670K in Q4 2019. 0 funds tracked by Wall St. Rank hold DYLS as of Q2 2020.

CX Institutional reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q2 2020 after selling out during the quarter.
CX Institutional sold 20,086 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q2 2020, an estimated $435K.
CX Institutional first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2018 and held it in 8 quarters.
CX Institutional's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $670K 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 CX Institutional's 13F filing for Q2 2020, filed 6 Aug 2020.