ML
DYLS
McAdam LLC’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,637
| Closed | -$212K | – | 90 |
|
|
2019
Q3 | $212K | Sell |
7,637
-251,641
| -97% | -$6.99M | 0.06% | 75 |
|
|
2019
Q2 | $7.18M | Buy |
259,278
+32,298
| +14% | +$894K | 2.14% | 14 |
|
|
2019
Q1 | $6.66M | Buy |
226,980
+31,036
| +16% | +$911K | 2.21% | 13 |
|
|
2018
Q4 | $5.68M | Buy |
+195,944
| New | +$5.68M | 2.24% | 14 |
|