First Allied Advisory Services’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-3,000	Closed	-$84K	–	1668
2019 Q3	$84K	Buy	+3,000	New	+$82.4K	﹤0.01%	1270

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Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

First Allied Advisory Services's DYLS Position: Q4 2019 in Review

First Allied Advisory Services sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2019, closing a stake of 3,000 shares — an estimated $84K sold.

First Allied Advisory Services first reported a position in DYLS in Q3 2019 and held it in 1 quarter. The position peaked at $84K in Q3 2019. 22 funds tracked by Wall St. Rank hold DYLS as of Q4 2019.

First Allied Advisory Services reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 3,000 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2019, an estimated $84K.
First Allied Advisory Services first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $84K in Q3 2019.
22 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.