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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DYLS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) stake by 0.6% in Q4 2019, selling an estimated $21.2K and leaving 129,999 shares worth $3.65M. The position accounts for 0.02% of the portfolio, ranked #607.

Ladenburg Thalmann Financial Services first reported a position in DYLS in Q4 2017 and has held it in 9 quarters since. The position peaked at $6.02M in Q3 2018. 22 funds tracked by Wall St. Rank hold DYLS as of Q4 2019.

Ladenburg Thalmann Financial Services held 129,999 shares of WisdomTree Dynamic Long/Short U.S. Equity Fund worth $3.65M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 779 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2019, an estimated $21.2K.
WisdomTree Dynamic Long/Short U.S. Equity Fund made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #607 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $6.02M in Q3 2018.
22 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.