WisdomTree Dynamic Bearish U.S. Equity Fund
DYB was delisted on the 17th of January, 2020.
8 hedge funds and large institutions have $2.13M invested in WisdomTree Dynamic Bearish U.S. Equity Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
283% more capital invested
Capital invested by funds: $557K → $2.13M (+$1.58M)
100% more funds holding
Funds holding: 4 → 8 (+4)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$793K |
| 2 |
Jane Street
New York
|
+$739K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$264K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$40.3K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$52 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$193K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$52K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $794K | +$793K | +30,512 | New |
|
|
2
Jane Street
New York
| $740K | +$739K | +28,450 | New |
|
|
LNC
3
Lincoln National Corp
Radnor,
Pennsylvania
| $264K | +$264K | +10,154 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $190K | -$193K | -7,439 | -50% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $59K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $47K | -$15.1K | -580 | -24% |
|
|
CFD
7
Creative Financial Designs
Kokomo,
Indiana
| $40K | +$40.3K | +1,550 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$52K | -2,014 | Closed |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | +$52 | +2 | New |
|
DYB Hedge Fund Activity: Q2 2018 in Review
8 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) for Q2 2018, worth a combined $2.13M — up 283% from $557K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DYB positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $793K. The largest seller was Bank of America, cutting an estimated $193K.
- 8 institutional investors held WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) as of Q2 2018, up from 4 in Q1 2018.
- Funds reported $2.13M of WisdomTree Dynamic Bearish U.S. Equity Fund stock for Q2 2018, up 283% quarter-over-quarter.
- 5 funds opened new WisdomTree Dynamic Bearish U.S. Equity Fund positions in Q2 2018 and 1 closed out, a net change of +4 holders.
- The largest WisdomTree Dynamic Bearish U.S. Equity Fund buyer in Q2 2018 was Atria Investments, an estimated $793K added.
- The largest WisdomTree Dynamic Bearish U.S. Equity Fund seller in Q2 2018 was Bank of America, an estimated $193K sold.
Based on aggregated 13F filings for Q2 2018.