Ladenburg Thalmann Financial Services’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.65M | Sell |
129,999
-779
| -0.6% | -$21.9K | 0.02% | 607 |
|
|
2019
Q3 | $3.6M | Buy |
130,778
+5,026
| +4% | +$139K | 0.02% | 593 |
|
|
2019
Q2 | $3.48M | Buy |
125,752
+3,074
| +3% | +$85.1K | 0.03% | 588 |
|
|
2019
Q1 | $3.6M | Buy |
122,678
+9,973
| +9% | +$293K | 0.03% | 542 |
|
|
2018
Q4 | $3.26M | Sell |
112,705
-57,380
| -34% | -$1.66M | 0.03% | 502 |
|
|
2018
Q3 | $6.02M | Buy |
170,085
+58,916
| +53% | +$2.09M | 0.05% | 340 |
|
|
2018
Q2 | $3.6M | Hold |
111,169
| – | – | 0.03% | 461 |
|
|
2018
Q1 | $3.6M | Buy |
111,169
+75,882
| +215% | +$2.45M | 0.03% | 461 |
|
|
2017
Q4 | $1.15M | Buy |
+35,287
| New | +$1.15M | 0.01% | 984 |
|