Frontier Wealth Management’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-9,693
Closed -$268K 328
2019
Q2
$268K Buy
9,693
+82
+0.9% +$2.27K 0.04% 254
2019
Q1
$282K Sell
9,611
-2,803
-23% -$82.2K 0.04% 289
2018
Q4
$360K Buy
12,414
+2,168
+21% +$62.9K 0.05% 241
2018
Q3
$363K Buy
+10,246
New +$363K 0.03% 274