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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Surevest's DYLS Position: Q1 2020 in Review

Surevest sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2020, closing a stake of 49,683 shares — an estimated $1.39M sold.

Surevest first reported a position in DYLS in Q4 2018 and held it in 5 quarters. The position peaked at $1.6M in Q3 2019. 16 funds tracked by Wall St. Rank hold DYLS as of Q1 2020.

Surevest reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
Surevest sold 49,683 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2020, an estimated $1.39M.
Surevest first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q4 2018 and held it in 5 quarters.
Surevest's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $1.6M 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 Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.