ML
DYLS

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

McAdam LLC’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
-7,637
Closed -$212K – 90
2019
Q3 		$212K Sell
7,637
-251,641
-97% -$6.91M 0.06% 75
2019
Q2 		$7.18M Buy
259,278
+32,298
+14% +$924K 2.14% 14
2019
Q1 		$6.66M Buy
226,980
+31,036
+16% +$906K 2.21% 13
2018
Q4 		$5.68M Buy
+195,944
New +$6.36M 2.24% 14

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 $1.28T AUM 58.89% 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 $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

McAdam LLC's DYLS Position: Q4 2019 in Review

McAdam LLC sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2019, closing a stake of 7,637 shares — an estimated $212K sold.

McAdam LLC first reported a position in DYLS in Q4 2018 and held it in 4 quarters. The position peaked at $7.18M in Q2 2019. 22 funds tracked by Wall St. Rank hold DYLS as of Q4 2019.

  • McAdam LLC reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2019 after selling out during the quarter.
  • McAdam LLC sold 7,637 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2019, an estimated $212K.
  • McAdam LLC first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2018 and held it in 4 quarters.
  • McAdam LLC's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $7.18M in Q2 2019.
  • 22 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2019.

Based on McAdam LLC's 13F filing for Q4 2019, filed 23 Jan 2020.