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

Frontier Wealth Management’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 Q3	–	Sell	-9,693	Closed	-$268K	–	328
2019 Q2	$268K	Buy	9,693 +82	+0.9%	+$2.35K	0.04%	254
2019 Q1	$282K	Sell	9,611 -2,803	-23%	-$81.8K	0.04%	289
2018 Q4	$360K	Buy	12,414 +2,168	+21%	+$70.3K	0.05%	241
2018 Q3	$363K	Buy	+10,246	New	+$358K	0.03%	274

Other funds holding DYLS

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Frontier Wealth Management's DYLS Position: Q3 2019 in Review

Frontier Wealth Management sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2019, closing a stake of 9,693 shares — an estimated $268K sold.

Frontier Wealth Management first reported a position in DYLS in Q3 2018 and held it in 4 quarters. The position peaked at $363K in Q3 2018. 28 funds tracked by Wall St. Rank hold DYLS as of Q3 2019.

Frontier Wealth Management reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2019 after selling out during the quarter.
Frontier Wealth Management sold 9,693 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2019, an estimated $268K.
Frontier Wealth Management first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2018 and held it in 4 quarters.
Frontier Wealth Management's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $363K in Q3 2018.
28 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2019.

Based on Frontier Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.