RIA
DYLS

Regal Investment Advisors’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Regal Investment Advisors’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
Q2 		– Sell
-22,745
Closed -$738K – 328
2018
Q1 		$738K Buy
+22,745
New +$749K 0.16% 145

Other funds holding DYLS

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Regal Investment Advisors's DYLS Position: Q2 2018 in Review

Regal Investment Advisors sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q2 2018, closing a stake of 22,745 shares — an estimated $738K sold.

Regal Investment Advisors first reported a position in DYLS in Q1 2018 and held it in 1 quarter. The position peaked at $738K in Q1 2018. 21 funds tracked by Wall St. Rank hold DYLS as of Q2 2018.

  • Regal Investment Advisors reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q2 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 22,745 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q2 2018, an estimated $738K.
  • Regal Investment Advisors first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q1 2018 and held it in 1 quarter.
  • Regal Investment Advisors's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $738K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q2 2018.

Based on Regal Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.