Macroview Investment Management’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Macroview Investment Management’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 Q3	–	Sell	-5,888	Closed	-$163K	–	348
2019 Q2	$163K	Sell	5,888 -4,859	-45%	-$139K	0.42%	37
2019 Q1	$315K	Buy	10,747 +6,234	+138%	+$182K	0.78%	31
2018 Q4	$131K	Buy	+4,513	New	+$146K	0.42%	41

Other funds holding DYLS

LTFS

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

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

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

Macroview Investment Management's DYLS Position: Q3 2019 in Review

Macroview Investment Management sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2019, closing a stake of 5,888 shares — an estimated $163K sold.

Macroview Investment Management first reported a position in DYLS in Q4 2018 and held it in 3 quarters. The position peaked at $315K in Q1 2019. 28 funds tracked by Wall St. Rank hold DYLS as of Q3 2019.

Macroview Investment Management reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2019 after selling out during the quarter.
Macroview Investment Management sold 5,888 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2019, an estimated $163K.
Macroview Investment Management first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2018 and held it in 3 quarters.
Macroview Investment Management's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $315K in Q1 2019.
28 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2019.

Based on Macroview Investment Management's 13F filing for Q3 2019, filed 4 Nov 2019.