WisdomTree Dynamic Bearish U.S. Equity Fund
DYB was delisted on the 17th of January, 2020.
6 hedge funds and large institutions have $3.79M invested in WisdomTree Dynamic Bearish U.S. Equity Fund in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
26% less capital invested
Capital invested by funds: $5.13M → $3.79M (-$1.34M)
40% less funds holding
Funds holding: 10 → 6 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
| 2 |
MIM
Macroview Investment Management
Bethesda,
Maryland
|
+$174K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$30.2K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.39M |
| 2 |
Jane Street
New York
|
-$931K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$42K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$9K |
| 5 |
SGS
Sterling Global Strategies
Carlsbad,
California
|
-$1.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.77M | +$1.05M | +43,928 | +58% |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $402K | +$4.26K | +178 | +1% |
|
|
MIM
3
Macroview Investment Management
Bethesda,
Maryland
| $331K | +$174K | +7,283 | +104% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $165K | -$42K | -1,754 | -20% |
|
|
5
UBS Group
Zurich,
Switzerland
| $83K | +$30.2K | +1,262 | +55% |
|
|
CFD
6
Creative Financial Designs
Kokomo,
Indiana
| $36K | – | – | – |
|
|
AI
7
Atria Investments
Charlotte,
North Carolina
| – | -$1.39M | -55,951 | Closed |
|
|
8
Jane Street
New York
| – | -$931K | -37,513 | Closed |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | -$9K | -377 | Closed |
|
|
SGS
10
Sterling Global Strategies
Carlsbad,
California
| – | -$1.24K | -50 | Closed |
|
DYB Hedge Fund Activity: Q1 2019 in Review
6 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) for Q1 2019, worth a combined $3.79M — down 26% from $5.13M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DYB and 0 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.05M. The largest seller was Atria Investments, exiting entirely with an estimated $1.39M sold.
- 6 institutional investors held WisdomTree Dynamic Bearish U.S. Equity Fund (DYB) as of Q1 2019, down from 10 in Q4 2018.
- Funds reported $3.79M of WisdomTree Dynamic Bearish U.S. Equity Fund stock for Q1 2019, down 26% quarter-over-quarter.
- 0 funds opened new WisdomTree Dynamic Bearish U.S. Equity Fund positions in Q1 2019 and 4 closed out, a net change of -4 holders.
- The largest WisdomTree Dynamic Bearish U.S. Equity Fund buyer in Q1 2019 was Royal Bank of Canada, an estimated $1.05M added.
- The largest WisdomTree Dynamic Bearish U.S. Equity Fund seller in Q1 2019 was Atria Investments, an estimated $1.39M sold.
Based on aggregated 13F filings for Q1 2019.