S
DYLS

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

Surevest’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
-49,683
Closed -$1.39M – 150
2019
Q4 		$1.39M Sell
49,683
-7,979
-14% -$217K 0.6% 80
2019
Q3 		$1.6M Buy
57,662
+1,175
+2% +$32.3K 0.79% 53
2019
Q2 		$1.56M Buy
56,487
+8,273
+17% +$237K 0.81% 40
2019
Q1 		$1.42M Buy
48,214
+869
+2% +$25.4K 0.87% 37
2018
Q4 		$1.37M Buy
+47,345
New +$1.54M 1.08% 33

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 $77.3B AUM 36.07% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return