S
DYLS
Surevest’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-49,683
| Closed | -$1.39M | – | 147 |
|
|
2019
Q4 | $1.39M | Sell |
49,683
-7,979
| -14% | -$224K | 0.6% | 80 |
|
|
2019
Q3 | $1.6M | Buy |
57,662
+1,175
| +2% | +$32.6K | 0.79% | 53 |
|
|
2019
Q2 | $1.56M | Buy |
56,487
+8,273
| +17% | +$229K | 0.81% | 40 |
|
|
2019
Q1 | $1.42M | Buy |
48,214
+869
| +2% | +$25.5K | 0.87% | 37 |
|
|
2018
Q4 | $1.37M | Buy |
+47,345
| New | +$1.37M | 1.08% | 33 |
|