IFP Advisors’s WisdomTree Dynamic Bearish U.S. Equity Fund DYB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-2
Closed -$40 3128
2019
Q4
$0 Hold
2
﹤0.01% 3268
2019
Q3
$0 Buy
+2
New +$44 ﹤0.01% 3187
2019
Q1
Sell
-377
Closed -$9K 3802
2018
Q4
$9K Hold
377
﹤0.01% 2588
2018
Q3
$10K Buy
377
+375
+18,750% +$9.92K ﹤0.01% 2882
2018
Q2
$0 Buy
+2
New +$52 ﹤0.01% 4164
2017
Q2
Sell
-2,160
Closed -$55K 4305
2017
Q1
$55K Sell
2,160
-7,830
-78% -$196K ﹤0.01% 1869
2016
Q4
$249K Sell
9,990
-3,770
-27% -$92.9K 0.01% 948
2016
Q3
$341K Hold
13,760
0.02% 746
2016
Q2
$333K Buy
+13,760
New +$334K 0.02% 733

IFP Advisors's DYB Position: Q1 2020 in Review

IFP Advisors sold out of WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) in Q1 2020, closing a stake of 2 shares — an estimated $40 sold.

IFP Advisors first reported a position in DYB in Q2 2016 and held it in 9 quarters. The position peaked at $341K in Q3 2016. 0 funds tracked by Wall St. Rank hold DYB as of Q1 2020.

  • IFP Advisors reported no remaining WisdomTree Dynamic Bearish U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
  • IFP Advisors sold 2 WisdomTree Dynamic Bearish U.S. Equity Fund shares in Q1 2020, an estimated $40.
  • IFP Advisors first reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund in Q2 2016 and held it in 9 quarters.
  • IFP Advisors's WisdomTree Dynamic Bearish U.S. Equity Fund position peaked at $341K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held WisdomTree Dynamic Bearish U.S. Equity Fund as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.