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

Transamerica Financial 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 Q4	–	Sell	-138	Closed	-$5K	–	537
2018 Q3	$5K	Sell	138 -677	-83%	-$23.6K	﹤0.01%	341
2018 Q2	$27K	Buy	815 +621	+320%	+$20.5K	0.01%	245
2018 Q1	$7K	Buy	+194	New	+$6.39K	﹤0.01%	282
2017 Q4	–	Sell	-2,278	Closed	-$71K	–	451
2017 Q3	$71K	Buy	2,278 +570	+33%	+$17.2K	0.01%	231
2017 Q2	$52K	Buy	+1,708	New	+$50.4K	0.01%	224

Other funds holding DYLS

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transamerica Financial Advisors's DYLS Position: Q4 2018 in Review

Transamerica Financial Advisors sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2018, closing a stake of 138 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in DYLS in Q2 2017 and held it in 5 quarters. The position peaked at $71K in Q3 2017. 30 funds tracked by Wall St. Rank hold DYLS as of Q4 2018.

Transamerica Financial Advisors reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2018 after selling out during the quarter.
Transamerica Financial Advisors sold 138 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2018, an estimated $5K.
Transamerica Financial Advisors first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2017 and held it in 5 quarters.
Transamerica Financial Advisors's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $71K in Q3 2017.
30 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2018.

Based on Transamerica Financial Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.