WP
DYLS

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-33,309
Closed -$1.06M – 276
2018
Q3 		$1.06M Buy
33,309
+8,196
+33% +$261K 0.19% 91
2018
Q2 		$830K Sell
25,113
-27
-0.1% -$892 0.17% 108
2018
Q1 		$816K Buy
+25,140
New +$816K 0.18% 104