Macroview Investment Management’s WisdomTree Dynamic Bearish U.S. Equity Fund DYB Stock Holding History

Macroview Investment Management’s Portfolio DYB Stock Details DYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-729	Closed	-$16K	–	355
2019 Q3	$16K	Sell	729 -7,632	-91%	-$168K	0.03%	126
2019 Q2	$181K	Sell	8,361 -5,941	-42%	-$131K	0.47%	34
2019 Q1	$331K	Buy	14,302 +7,283	+104%	+$174K	0.82%	29
2018 Q4	$174K	Buy	+7,019	New	+$180K	0.55%	32

Other funds holding DYB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Macroview Investment Management's DYB Position: Q4 2019 in Review

Macroview Investment Management sold out of WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) in Q4 2019, closing a stake of 729 shares — an estimated $16K sold.

Macroview Investment Management first reported a position in DYB in Q4 2018 and held it in 4 quarters. The position peaked at $331K in Q1 2019. 8 funds tracked by Wall St. Rank hold DYB as of Q4 2019.

Macroview Investment Management reported no remaining WisdomTree Dynamic Bearish U.S. Equity Fund position as of Q4 2019 after selling out during the quarter.
Macroview Investment Management sold 729 WisdomTree Dynamic Bearish U.S. Equity Fund shares in Q4 2019, an estimated $16K.
Macroview Investment Management first reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund in Q4 2018 and held it in 4 quarters.
Macroview Investment Management's WisdomTree Dynamic Bearish U.S. Equity Fund position peaked at $331K in Q1 2019.
8 funds tracked by Wall St. Rank held WisdomTree Dynamic Bearish U.S. Equity Fund as of Q4 2019.

Based on Macroview Investment Management's 13F filing for Q4 2019, filed 5 Feb 2020.