Wilbanks Smith & Thomas Asset Management’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-6,775	Closed	-$240K	–	1496
2018 Q3	$240K	Buy	+6,775	New	+$237K	0.01%	353

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

Wilbanks Smith & Thomas Asset Management's DYLS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q4 2018, closing a stake of 6,775 shares — an estimated $240K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DYLS in Q3 2018 and held it in 1 quarter. The position peaked at $240K in Q3 2018. 30 funds tracked by Wall St. Rank hold DYLS as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 6,775 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q4 2018, an estimated $240K.
Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $240K 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 Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.