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

WealthPLAN 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
2018 Q4	–	Sell	-33,309	Closed	-$1.06M	–	280
2018 Q3	$1.06M	Buy	33,309 +8,196	+33%	+$286K	0.19%	91
2018 Q2	$830K	Sell	25,113 -27	-0.1%	-$892	0.17%	108
2018 Q1	$816K	Buy	+25,140	New	+$828K	0.18%	104

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

WealthPLAN Partners's DYLS Position: Q4 2018 in Review

WealthPLAN Partners sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2018, closing a stake of 33,309 shares — an estimated $1.06M sold.

WealthPLAN Partners first reported a position in DYLS in Q1 2018 and held it in 3 quarters. The position peaked at $1.06M in Q3 2018. 30 funds tracked by Wall St. Rank hold DYLS as of Q4 2018.

WealthPLAN Partners reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2018 after selling out during the quarter.
WealthPLAN Partners sold 33,309 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2018, an estimated $1.06M.
WealthPLAN Partners first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q1 2018 and held it in 3 quarters.
WealthPLAN Partners's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $1.06M in Q3 2018.
30 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q4 2018.

Based on WealthPLAN Partners's 13F filing for Q4 2018, filed 20 Feb 2019.