EA
DYLS
Efficient Advisors’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 |
-90,706
| Closed | -$1.97M | – | 50 |
|
|
2020
Q1 | $1.97M | Buy |
90,706
+19,723
| +28% | +$427K | 0.41% | 24 |
|
|
2019
Q4 | $1.99M | Buy |
70,983
+24,476
| +53% | +$687K | 0.35% | 26 |
|
|
2019
Q3 | $1.29M | Buy |
46,507
+8,883
| +24% | +$247K | 0.24% | 28 |
|
|
2019
Q2 | $1.04M | Buy |
37,624
+13,338
| +55% | +$369K | 0.18% | 37 |
|
|
2019
Q1 | $713K | Buy |
24,286
+13,665
| +129% | +$401K | 0.12% | 41 |
|
|
2018
Q4 | $308K | Buy |
+10,621
| New | +$308K | 0.06% | 47 |
|