MWC
DYLS

MKD Wealth Coaches’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

MKD Wealth Coaches’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
-4,609
Closed -$128K – 212
2019
Q2 		$128K Sell
4,609
-193
-4% -$5.52K 0.11% 58
2019
Q1 		$141K Buy
4,802
+1,635
+52% +$47.7K 0.14% 51
2018
Q4 		$92K Buy
+3,167
New +$103K 0.11% 69

Other funds holding DYLS

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MKD Wealth Coaches's DYLS Position: Q3 2019 in Review

MKD Wealth Coaches sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2019, closing a stake of 4,609 shares — an estimated $128K sold.

MKD Wealth Coaches first reported a position in DYLS in Q4 2018 and held it in 3 quarters. The position peaked at $141K in Q1 2019. 28 funds tracked by Wall St. Rank hold DYLS as of Q3 2019.

  • MKD Wealth Coaches reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 4,609 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2019, an estimated $128K.
  • MKD Wealth Coaches first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $141K 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 MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.