LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $462K | Sell |
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|
2019
Q1 | $542K | Sell |
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|
2018
Q4 | $685K | Sell |
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|
2018
Q3 | $2.01M | Buy |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $1.39M | Sell |
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|
2017
Q4 | $1.53M | Sell |
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|
2017
Q3 | $1.7M | Buy |
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|
2017
Q2 | $1.55M | Buy |
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $855K | Sell |
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|
2016
Q2 | $950K | Sell |
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|
2016
Q1 | $2M | Buy |
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