CX Institutional’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,086
| Closed | -$435K | – | 879 |
|
|
2020
Q1 | $435K | Sell |
20,086
-3,804
| -16% | -$82.4K | 0.07% | 183 |
|
|
2019
Q4 | $670K | Buy |
23,890
+125
| +0.5% | +$3.51K | 0.12% | 134 |
|
|
2019
Q3 | $660K | Buy |
23,765
+1,066
| +5% | +$29.6K | 0.11% | 152 |
|
|
2019
Q2 | $628K | Buy |
22,699
+11,606
| +105% | +$321K | 0.1% | 147 |
|
|
2019
Q1 | $326K | Buy |
11,093
+8,278
| +294% | +$243K | 0.06% | 175 |
|
|
2018
Q4 | $82K | Sell |
2,815
-2,604
| -48% | -$75.9K | 0.02% | 214 |
|
|
2018
Q3 | $192K | Buy |
5,419
+3,516
| +185% | +$125K | 0.06% | 119 |
|
|
2018
Q2 | $63K | Buy |
+1,903
| New | +$63K | 0.02% | 145 |
|