NFG
DYLS

Next Financial Group’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Next Financial Group’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
-266
Closed -$7K – 2586
2019
Q3 		$7K Hold
266
– – ﹤0.01% 1842
2019
Q2 		$7K Buy
+266
New +$7.61K ﹤0.01% 1811

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 $893B AUM 36.07% 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 $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Next Financial Group's DYLS Position: Q4 2019 in Review

Next Financial Group sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2019, closing a stake of 266 shares — an estimated $7K sold.

Next Financial Group first reported a position in DYLS in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 22 funds tracked by Wall St. Rank hold DYLS as of Q4 2019.

  • Next Financial Group reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 266 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2019, an estimated $7K.
  • Next Financial Group first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2019 and held it in 2 quarters.
  • Next Financial Group's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $7K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.