MSI Financial Services’s WisdomTree Dynamic Bearish U.S. Equity Fund DYB Stock Holding History

MSI Financial Services’s Portfolio DYB Stock Details DYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$12K	Sell	472 -650	-58%	-$16K	﹤0.01%	2731
2016 Q3	$28K	Buy	+1,122	New	+$27.6K	﹤0.01%	2181

Other funds holding DYB

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

MSI Financial Services's DYB Position: Q4 2016 in Review

MSI Financial Services reduced its WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) stake by 58% in Q4 2016, selling an estimated $16K and leaving 472 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

MSI Financial Services first reported a position in DYB in Q3 2016 and has held it in 2 quarters since. The position peaked at $28K in Q3 2016. 4 funds tracked by Wall St. Rank hold DYB as of Q4 2016.

MSI Financial Services held 472 shares of WisdomTree Dynamic Bearish U.S. Equity Fund worth $12K as of Q4 2016.
MSI Financial Services sold 650 WisdomTree Dynamic Bearish U.S. Equity Fund shares in Q4 2016, an estimated $16K.
WisdomTree Dynamic Bearish U.S. Equity Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2731 holding.
MSI Financial Services first reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund in Q3 2016 and has held it in 2 quarters since.
MSI Financial Services's WisdomTree Dynamic Bearish U.S. Equity Fund position peaked at $28K in Q3 2016.
4 funds tracked by Wall St. Rank held WisdomTree Dynamic Bearish U.S. Equity Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.