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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
2018
Q3 		$1.06M Buy
2018
Q2 		$830K Sell
2018
Q1 		$816K Buy