Ladenburg Thalmann Financial Services’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$3.65M	Sell	129,999 -779	-0.6%	-$21.2K	0.02%	607
2019 Q3	$3.6M	Buy	130,778 +5,026	+4%	+$138K	0.02%	593
2019 Q2	$3.48M	Buy	125,752 +3,074	+3%	+$87.9K	0.03%	588
2019 Q1	$3.6M	Buy	122,678 +9,973	+9%	+$291K	0.03%	542
2018 Q4	$3.26M	Sell	112,705 -57,380	-34%	-$1.86M	0.03%	502
2018 Q3	$6.02M	Buy	170,085 +58,916	+53%	+$2.06M	0.05%	340
2018 Q2	$3.6M	Hold	111,169	–	–	0.03%	461
2018 Q1	$3.6M	Buy	111,169 +75,882	+215%	+$2.5M	0.03%	461
2017 Q4	$1.15M	Buy	+35,287	New	+$1.12M	0.01%	984

Other funds holding DYLS

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return