LPL Financial
DYLS

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

LPL Financial’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 		– Sell
-9,519
Closed -$265K – 3463
2019
Q3 		$265K Sell
9,519
-7,179
-43% -$197K ﹤0.01% 2782
2019
Q2 		$462K Sell
16,698
-1,755
-10% -$50.2K ﹤0.01% 2336
2019
Q1 		$542K Sell
18,453
-5,175
-22% -$151K ﹤0.01% 2169
2018
Q4 		$685K Sell
23,628
-33,170
-58% -$1.08M ﹤0.01% 1794
2018
Q3 		$2.01M Buy
56,798
+11,279
+25% +$394K ﹤0.01% 1174
2018
Q2 		$1.5M Buy
45,519
+2,545
+6% +$84.1K ﹤0.01% 1336
2018
Q1 		$1.39M Sell
42,974
-4,036
-9% -$133K ﹤0.01% 1362
2017
Q4 		$1.53M Sell
47,010
-8,195
-15% -$260K ﹤0.01% 1242
2017
Q3 		$1.7M Buy
55,205
+3,822
+7% +$115K 0.01% 1084
2017
Q2 		$1.55M Buy
51,383
+162
+0.3% +$4.78K 0.01% 1096
2017
Q1 		$1.48M Buy
51,221
+7,081
+16% +$201K 0.01% 1004
2016
Q4 		$1.22M Buy
44,140
+13,409
+44% +$369K 0.01% 1087
2016
Q3 		$855K Sell
30,731
-5,135
-14% -$142K 0.01% 1322
2016
Q2 		$950K Sell
35,866
-40,234
-53% -$1.06M 0.01% 1208
2016
Q1 		$2M Buy
+76,100
New +$1.94M 0.01% 1197

Other funds holding DYLS

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial's DYLS Position: Q4 2019 in Review

LPL Financial sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2019, closing a stake of 9,519 shares — an estimated $265K sold.

LPL Financial first reported a position in DYLS in Q1 2016 and held it in 15 quarters. The position peaked at $2.01M in Q3 2018. 22 funds tracked by Wall St. Rank hold DYLS as of Q4 2019.

  • LPL Financial reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2019 after selling out during the quarter.
  • LPL Financial sold 9,519 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2019, an estimated $265K.
  • LPL Financial first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q1 2016 and held it in 15 quarters.
  • LPL Financial's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $2.01M 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 LPL Financial's 13F filing for Q4 2019, filed 14 Feb 2020.