SFS
DYLS

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

Sowell Financial Services’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
2020
Q1 		– Sell
-886
Closed -$25K – 2821
2019
Q4 		$25K Sell
886
-1,830
-67% -$49.8K ﹤0.01% 1366
2019
Q3 		$75K Buy
+2,716
New +$74.6K 0.01% 899

Other funds holding DYLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's DYLS Position: Q1 2020 in Review

Sowell Financial Services sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2020, closing a stake of 886 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in DYLS in Q3 2019 and held it in 2 quarters. The position peaked at $75K in Q3 2019. 16 funds tracked by Wall St. Rank hold DYLS as of Q1 2020.

  • Sowell Financial Services reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 886 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2020, an estimated $25K.
  • Sowell Financial Services first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $75K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.