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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-90,706
Closed -$1.97M 50
2020
Q1
$1.97M Buy
90,706
+19,723
+28% +$512K 0.41% 24
2019
Q4
$1.99M Buy
70,983
+24,476
+53% +$666K 0.35% 26
2019
Q3
$1.29M Buy
46,507
+8,883
+24% +$244K 0.24% 28
2019
Q2
$1.04M Buy
37,624
+13,338
+55% +$381K 0.18% 37
2019
Q1
$713K Buy
24,286
+13,665
+129% +$399K 0.12% 41
2018
Q4
$308K Buy
+10,621
New +$345K 0.06% 47

Efficient Advisors's DYLS Position: Q2 2020 in Review

Efficient Advisors sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q2 2020, closing a stake of 90,706 shares — an estimated $1.97M sold.

Efficient Advisors first reported a position in DYLS in Q4 2018 and held it in 6 quarters. The position peaked at $1.99M in Q4 2019. 0 funds tracked by Wall St. Rank hold DYLS as of Q2 2020.

  • Efficient Advisors reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Efficient Advisors sold 90,706 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q2 2020, an estimated $1.97M.
  • Efficient Advisors first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2018 and held it in 6 quarters.
  • Efficient Advisors's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $1.99M 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 Efficient Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.