MC
DYLS

Moors & Cabot’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Moors & Cabot’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
2018
Q4 		– Sell
-6,000
Closed -$212K – 588
2018
Q3 		$212K Buy
+6,000
New +$210K 0.03% 526

Other funds holding DYLS

ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moors & Cabot's DYLS Position: Q4 2018 in Review

Moors & Cabot sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2018, closing a stake of 6,000 shares — an estimated $212K sold.

Moors & Cabot first reported a position in DYLS in Q3 2018 and held it in 1 quarter. The position peaked at $212K in Q3 2018. 30 funds tracked by Wall St. Rank hold DYLS as of Q4 2018.

  • Moors & Cabot reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2018 after selling out during the quarter.
  • Moors & Cabot sold 6,000 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2018, an estimated $212K.
  • Moors & Cabot first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2018 and held it in 1 quarter.
  • Moors & Cabot's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $212K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2018.

Based on Moors & Cabot's 13F filing for Q4 2018, filed 13 Feb 2019.