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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $59K | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q2 | $167K | Buy |
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|
2018
Q1 | $118K | Hold |
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|
2017
Q4 | $118K | Buy |
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|
2017
Q3 | $75K | Buy |
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|
2017
Q2 | $26K | Sell |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $43K | Sell |
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|
2016
Q3 | $88K | Hold |
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|
2016
Q2 | $82K | Buy |
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