WisdomTree Dynamic Bearish U.S. Equity Fund
DYB was delisted on the 17th of January, 2020.
7 hedge funds and large institutions have $2.18M invested in WisdomTree Dynamic Bearish U.S. Equity Fund in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $2.13M → $2.18M (+$49K)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$125K |
| 2 |
Jane Street
New York
|
+$108K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$74.7K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.6K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$9.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$264K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $881K | +$74.7K | +2,823 | +9% |
|
|
2
Jane Street
New York
| $860K | +$108K | +4,079 | +14% |
|
3
Bank of America
Charlotte,
North Carolina
| $195K | +$2.22K | +84 | +1% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $185K | +$125K | +4,734 | +209% |
|
|
CFD
5
Creative Financial Designs
Kokomo,
Indiana
| $41K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | +$10.6K | +399 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $10K | +$9.92K | +375 | +18,750% |
|
|
LNC
8
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$264K | -10,154 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$47K | -1,825 | Closed |
|
DYB Hedge Fund Activity: Q3 2018 in Review
7 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) for Q3 2018, worth a combined $2.18M — up 2.3% from $2.13M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DYB and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 5 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $125K. The largest seller was Lincoln National Corp, exiting entirely with an estimated $264K sold.
- 7 institutional investors held WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) as of Q3 2018, down from 8 in Q2 2018.
- Funds reported $2.18M of WisdomTree Dynamic Bearish U.S. Equity Fund stock for Q3 2018, up 2.3% quarter-over-quarter.
- 1 fund opened new WisdomTree Dynamic Bearish U.S. Equity Fund positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Dynamic Bearish U.S. Equity Fund buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $125K added.
- The largest WisdomTree Dynamic Bearish U.S. Equity Fund seller in Q3 2018 was Lincoln National Corp, an estimated $264K sold.
Based on aggregated 13F filings for Q3 2018.