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

Wealthcare Advisory Partners’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
2019 Q1	–	Sell	-103	Closed	-$3K	–	1305
2018 Q4	$3K	Buy	103 +2	+2%	+$65	﹤0.01%	1044
2018 Q3	$4K	Hold	101	–	–	﹤0.01%	1049
2018 Q2	$3K	Buy	+101	New	+$3.34K	﹤0.01%	1092

Other funds holding DYLS

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

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

LTFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PWM

Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

BFG

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

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

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

Wealthcare Advisory Partners's DYLS Position: Q1 2019 in Review

Wealthcare Advisory Partners sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q1 2019, closing a stake of 103 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in DYLS in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 26 funds tracked by Wall St. Rank hold DYLS as of Q1 2019.

Wealthcare Advisory Partners reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q1 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 103 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q1 2019, an estimated $3K.
Wealthcare Advisory Partners first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2018 and held it in 3 quarters.
Wealthcare Advisory Partners's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $4K in Q3 2018.
26 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q1 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2019, filed 13 May 2019.