PCS
DYLS

Personal CFO Solutions’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Personal CFO Solutions’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
-19,586
Closed -$544K – 388
2019
Q3 		$544K Buy
+19,586
New +$538K 0.22% 113

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

Personal CFO Solutions's DYLS Position: Q4 2019 in Review

Personal CFO Solutions sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2019, closing a stake of 19,586 shares — an estimated $544K sold.

Personal CFO Solutions first reported a position in DYLS in Q3 2019 and held it in 1 quarter. The position peaked at $544K in Q3 2019. 22 funds tracked by Wall St. Rank hold DYLS as of Q4 2019.

  • Personal CFO Solutions reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2019 after selling out during the quarter.
  • Personal CFO Solutions sold 19,586 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2019, an estimated $544K.
  • Personal CFO Solutions first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2019 and held it in 1 quarter.
  • Personal CFO Solutions's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $544K 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 Personal CFO Solutions's 13F filing for Q4 2019, filed 13 Feb 2020.