Wealth Enhancement Advisory Services
DYLS

Wealth Enhancement Advisory Services’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Wealth Enhancement Advisory 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
-18,260
Closed -$512K – 283
2019
Q4 		$512K Buy
18,260
+4,493
+33% +$122K 0.02% 185
2019
Q3 		$369K Hold
13,767
– – 0.01% 187
2019
Q2 		$382K Buy
+13,767
New +$394K 0.02% 184

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 $893B 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 $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B 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 $570B 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

Wealth Enhancement Advisory Services's DYLS Position: Q1 2020 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2020, closing a stake of 18,260 shares — an estimated $512K sold.

Wealth Enhancement Advisory Services first reported a position in DYLS in Q2 2019 and held it in 3 quarters. The position peaked at $512K in Q4 2019. 16 funds tracked by Wall St. Rank hold DYLS as of Q1 2020.

  • Wealth Enhancement Advisory Services reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,260 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2020, an estimated $512K.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2019 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $512K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2020.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2020, filed 1 May 2020.