FHA
DYLS

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

Flagship Harbor Advisors’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
Q1 		– Sell
-400
Closed -$11K – 2005
2018
Q4 		$11K Sell
400
-3,464
-90% -$112K ﹤0.01% 1212
2018
Q3 		$137K Sell
3,864
-40
-1% -$1.4K 0.03% 508
2018
Q2 		$129K Buy
+3,904
New +$129K 0.03% 506

Other funds holding DYLS

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $471M AUM 22.04% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Flagship Harbor Advisors's DYLS Position: Q1 2019 in Review

Flagship Harbor Advisors sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2019, closing a stake of 400 shares — an estimated $11K sold.

Flagship Harbor Advisors first reported a position in DYLS in Q2 2018 and held it in 3 quarters. The position peaked at $137K in Q3 2018. 26 funds tracked by Wall St. Rank hold DYLS as of Q1 2019.

  • Flagship Harbor Advisors reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 400 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2019, an estimated $11K.
  • Flagship Harbor Advisors first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $137K in Q3 2018.
  • 26 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2019.

Based on Flagship Harbor Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.