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

Paulson Wealth Management’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	-10,837	Closed	-$300K	–	113
2019 Q2	$300K	Sell	10,837 -24,815	-70%	-$710K	0.22%	83
2019 Q1	$1.05M	Buy	35,652 +22,750	+176%	+$664K	0.79%	22
2018 Q4	$371K	Buy	+12,902	New	+$419K	0.31%	72

Other funds holding DYLS

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Paulson Wealth Management's DYLS Position: Q3 2019 in Review

Paulson Wealth Management sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2019, closing a stake of 10,837 shares — an estimated $300K sold.

Paulson Wealth Management first reported a position in DYLS in Q4 2018 and held it in 3 quarters. The position peaked at $1.05M in Q1 2019. 28 funds tracked by Wall St. Rank hold DYLS as of Q3 2019.

Paulson Wealth Management reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2019 after selling out during the quarter.
Paulson Wealth Management sold 10,837 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2019, an estimated $300K.
Paulson Wealth Management first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2018 and held it in 3 quarters.
Paulson Wealth Management's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $1.05M 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 Paulson Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.