IFP Advisors’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-55
| Closed | -$1.16K | – | 3064 |
|
|
2020
Q1 | $1K | Buy |
+55
| New | +$1.43K | ﹤0.01% | 2686 |
|
|
2019
Q4 | – | Sell |
-55
| Closed | -$1.5K | – | 3258 |
|
|
2019
Q3 | $2K | Buy |
+55
| New | +$1.51K | ﹤0.01% | 2769 |
|
|
2019
Q1 | – | Sell |
-2,021
| Closed | -$59K | – | 3779 |
|
|
2018
Q4 | $59K | Sell |
2,021
-3,977
| -66% | -$129K | ﹤0.01% | 1512 |
|
|
2018
Q3 | $212K | Buy |
5,998
+935
| +18% | +$32.6K | 0.01% | 1044 |
|
|
2018
Q2 | $167K | Buy |
5,063
+1,443
| +40% | +$47.7K | 0.01% | 1174 |
|
|
2018
Q1 | $118K | Hold |
3,620
| – | – | 0.01% | 1288 |
|
|
2017
Q4 | $118K | Buy |
3,620
+1,175
| +48% | +$37.2K | 0.01% | 1297 |
|
|
2017
Q3 | $75K | Buy |
2,445
+1,570
| +179% | +$47.3K | ﹤0.01% | 1726 |
|
|
2017
Q2 | $26K | Sell |
875
-300
| -26% | -$8.85K | ﹤0.01% | 2435 |
|
|
2017
Q1 | $34K | Sell |
1,175
-400
| -25% | -$11.4K | ﹤0.01% | 2173 |
|
|
2016
Q4 | $43K | Sell |
1,575
-1,550
| -50% | -$42.6K | ﹤0.01% | 1990 |
|
|
2016
Q3 | $88K | Hold |
3,125
| – | – | ﹤0.01% | 1453 |
|
|
2016
Q2 | $82K | Buy |
+3,125
| New | +$82.7K | ﹤0.01% | 1462 |
|
IFP Advisors's DYLS Position: Q2 2020 in Review
IFP Advisors sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q2 2020, closing a stake of 55 shares — an estimated $1.16K sold.
IFP Advisors first reported a position in DYLS in Q2 2016 and held it in 13 quarters. The position peaked at $212K in Q3 2018. 0 funds tracked by Wall St. Rank hold DYLS as of Q2 2020.
- IFP Advisors reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q2 2020 after selling out during the quarter.
- IFP Advisors sold 55 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q2 2020, an estimated $1.16K.
- IFP Advisors first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2016 and held it in 13 quarters.
- IFP Advisors's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $212K in Q3 2018.
- 0 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q2 2020.
Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.